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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 | $175,964 | $183,539-4.1% | $155,556+13.1% | $145,897+20.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.15% | 61.31%-41.2pp | 64.84%-44.7pp | 552.29%-532.1pp |
| Employer contribution / active EE | $11,586 | $5,315+118.0% | $4,675+147.8% | $4,663+148.5% |
| Participant deferral / active EE | $7,226 | $6,467+11.7% | $5,631+28.3% | $6,689+8.0% |
| Admin fee / account holder | $943 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |