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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 | $187,764 | $208,088-9.8% | $186,193+0.8% | $154,746+21.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 10.65% | 89.97%-79.3pp | 78.03%-67.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $12,990 | $4,340+199.3% | $3,918+231.5% | $4,379+196.6% |
| Participant deferral / active EE | $12,045 | $7,078+70.2% | $6,513+84.9% | $6,730+79.0% |
| Admin fee / account holder | $1,582 | $11,698-86.5% | $11,058-85.7% | $14,365-89.0% |