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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 | $216,670 | $209,425+3.5% | $178,499+21.4% | $158,966+36.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.63% | 188.80%-173.2pp | 151.10%-135.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $12,499 | $5,707+119.0% | $5,011+149.4% | $4,762+162.4% |
| Participant deferral / active EE | $9,450 | $5,955+58.7% | $5,202+81.7% | $5,983+57.9% |
| Admin fee / account holder | $7,096 | $17,078-58.4% | $13,986-49.3% | $11,250-36.9% |