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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 | $164,962 | $175,259-5.9% | $149,723+10.2% | $139,487+18.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.40% | 166.82%-152.4pp | 134.50%-120.1pp | 373.84%-359.4pp |
| Employer contribution / active EE | $10,980 | $5,478+100.4% | $4,821+127.7% | $4,755+130.9% |
| Participant deferral / active EE | $5,475 | $6,522-16.0% | $5,682-3.6% | $6,713-18.4% |
| Admin fee / account holder | $4,441 | $16,158-72.5% | $13,215-66.4% | $11,407-61.1% |