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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 | $192,960 | $175,231+10.1% | $149,696+28.9% | $139,466+38.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.49% | 166.77%-151.3pp | 134.46%-119.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,813 | $5,478-66.9% | $4,821-62.4% | $4,754-61.9% |
| Participant deferral / active EE | $20,132 | $6,521+208.7% | $5,682+254.3% | $6,712+199.9% |
| Admin fee / account holder | $1,056 | $16,155-93.5% | $13,212-92.0% | $11,409-90.7% |