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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 | $196,902 | $171,492+14.8% | $150,734+30.6% | $198,609-0.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.09% | 804.70%-789.6pp | 600.81%-585.7pp | 202.70%-187.6pp |
| Employer contribution / active EE | $3,050 | $5,470-44.2% | $4,918-38.0% | $5,055-39.7% |
| Participant deferral / active EE | $30,088 | $6,259+380.7% | $5,610+436.3% | $6,977+331.3% |
| Admin fee / account holder | $6,393 | $17,628-63.7% | $14,905-57.1% | $19,030-66.4% |