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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 | $201,356 | $175,257+14.9% | $149,717+34.5% | $139,456+44.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.05% | 166.70%-154.7pp | 134.41%-122.4pp | 373.45%-361.4pp |
| Employer contribution / active EE | $1,199 | $5,477-78.1% | $4,820-75.1% | $4,753-74.8% |
| Participant deferral / active EE | $7,632 | $6,521+17.0% | $5,682+34.3% | $6,711+13.7% |
| Admin fee / account holder | $12,604 | $16,156-22.0% | $13,213-4.6% | $11,407+10.5% |