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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 | $207,185 | $159,934+29.5% | $147,005+40.9% | $145,959+41.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.24%-86.9pp | 418.76%-407.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $9,884 | $5,287+86.9% | $4,934+100.3% | $4,661+112.1% |
| Participant deferral / active EE | $13,136 | $8,427+55.9% | $8,070+62.8% | $6,689+96.4% |
| Admin fee / account holder | $22,585 | $15,053+50.0% | $13,006+73.6% | $13,398+68.6% |