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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 | $214,905 | $217,427-1.2% | $185,837+15.6% | $167,518+28.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.75% | 148.39%-124.6pp | 122.08%-98.3pp | 478.71%-455.0pp |
| Employer contribution / active EE | $11,739 | $5,874+99.8% | $5,168+127.1% | $4,838+142.6% |
| Participant deferral / active EE | $13,970 | $6,357+119.8% | $5,568+150.9% | $6,342+120.3% |
| Admin fee / account holder | $930 | $19,816-95.3% | $16,241-94.3% | $12,312-92.5% |