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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 | $199,147 | $160,028+24.4% | $147,080+35.4% | $145,884+36.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.02% | 98.60%-88.6pp | 420.17%-410.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $11,523 | $5,286+118.0% | $4,933+133.6% | $4,662+147.1% |
| Participant deferral / active EE | $6,952 | $8,422-17.4% | $8,066-13.8% | $6,690+3.9% |
| Admin fee / account holder | $33,300 | $15,030+121.6% | $12,989+156.4% | $13,392+148.7% |