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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 | $185,690 | $198,457-6.4% | $170,435+9.0% | $147,586+25.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.89% | 257.30%-244.4pp | 205.94%-193.0pp | 578.59%-565.7pp |
| Employer contribution / active EE | $10,052 | $6,183+62.6% | $5,432+85.0% | $4,876+106.1% |
| Participant deferral / active EE | $8,034 | $5,629+42.7% | $4,939+62.7% | $5,439+47.7% |
| Admin fee / account holder | $3,831 | $16,852-77.3% | $13,881-72.4% | $10,886-64.8% |