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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 | $191,214 | $160,028+19.5% | $147,080+30.0% | $145,884+31.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 10.79% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $11,834 | $5,286+123.9% | $4,933+139.9% | $4,662+153.8% |
| Participant deferral / active EE | $8,350 | $8,422-0.9% | $8,066+3.5% | $6,690+24.8% |
| Admin fee / account holder | $53,368 | $15,030+255.1% | $12,989+310.9% | $13,392+298.5% |