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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 | $189,476 | $198,457-4.5% | $170,435+11.2% | $147,586+28.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.22% | 257.30%-247.1pp | 205.94%-195.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $7,057 | $6,183+14.1% | $5,432+29.9% | $4,876+44.7% |
| Participant deferral / active EE | $12,527 | $5,629+122.5% | $4,939+153.6% | $5,439+130.3% |
| Admin fee / account holder | $1,295 | $16,852-92.3% | $13,881-90.7% | $10,886-88.1% |