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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,966 | $160,040+32.4% | $147,096+44.1% | $145,877+45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.14% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $15,879 | $5,289+200.2% | $4,936+221.7% | $4,663+240.5% |
| Participant deferral / active EE | $15,188 | $8,429+80.2% | $8,071+88.2% | $6,691+127.0% |
| Admin fee / account holder | $19,698 | $15,050+30.9% | $13,005+51.5% | $13,402+47.0% |