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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 | $199,115 | $175,257+13.6% | $149,717+33.0% | $139,456+42.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.97% | 166.70%-152.7pp | 134.41%-120.4pp | 373.45%-359.5pp |
| Employer contribution / active EE | $30,219 | $5,477+451.8% | $4,820+527.0% | $4,753+535.8% |
| Participant deferral / active EE | $20,738 | $6,521+218.0% | $5,682+265.0% | $6,711+209.0% |
| Admin fee / account holder | $54,239 | $16,156+235.7% | $13,213+310.5% | $11,407+375.5% |