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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 | $187,120 | $160,070+16.9% | $147,117+27.2% | $145,897+28.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.06% | 98.69%-86.6pp | 420.54%-408.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $23,070 | $5,285+336.6% | $4,932+367.7% | $4,663+394.8% |
| Participant deferral / active EE | $17,076 | $8,419+102.8% | $8,065+111.7% | $6,689+155.3% |
| Admin fee / account holder | $2,027 | $15,035-86.5% | $12,993-84.4% | $13,390-84.9% |