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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 | $199,544 | $183,988+8.5% | $162,177+23.0% | $152,897+30.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.43% | 150.79%-124.4pp | 115.60%-89.2pp | 345.43%-319.0pp |
| Employer contribution / active EE | $10,753 | $6,370+68.8% | $5,613+91.6% | $4,764+125.7% |
| Participant deferral / active EE | $8,518 | $8,032+6.0% | $7,297+16.7% | $5,851+45.6% |
| Admin fee / account holder | $740 | $13,123-94.4% | $10,843-93.2% | $11,599-93.6% |