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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 | $197,419 | $202,342-2.4% | $172,753+14.3% | $152,909+29.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.06% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,488 | $5,857-57.5% | $5,144-51.6% | $4,764-47.8% |
| Participant deferral / active EE | $5,834 | $5,948-1.9% | $5,198+12.2% | $5,851-0.3% |
| Admin fee / account holder | $3,168 | $17,112-81.5% | $13,956-77.3% | $11,601-72.7% |