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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 | $209,720 | $175,259+19.7% | $149,723+40.1% | $139,487+50.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.88% | 166.82%-154.9pp | 134.50%-122.6pp | 373.84%-362.0pp |
| Employer contribution / active EE | $26,445 | $5,478+382.7% | $4,821+448.5% | $4,755+456.2% |
| Participant deferral / active EE | $21,719 | $6,522+233.0% | $5,682+282.2% | $6,713+223.6% |
| Admin fee / account holder | $73,604 | $16,158+355.5% | $13,215+457.0% | $11,407+545.2% |