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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 | $145,766 | $129,737+12.4% | $119,126+22.4% | $154,746-5.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.82% | 379.08%-368.3pp | 282.11%-271.3pp | 172.34%-161.5pp |
| Employer contribution / active EE | $6,145 | $4,375+40.5% | $4,034+52.3% | $4,379+40.3% |
| Participant deferral / active EE | $13,775 | $5,842+135.8% | $5,318+159.0% | $6,730+104.7% |
| Admin fee / account holder | $31,815 | $11,961+166.0% | $10,693+197.5% | $14,365+121.5% |