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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 | $230,193 | $217,427+5.9% | $185,837+23.9% | $167,518+37.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.70% | 148.39%-138.7pp | 122.08%-112.4pp | 478.71%-469.0pp |
| Employer contribution / active EE | $2,414 | $5,874-58.9% | $5,168-53.3% | $4,838-50.1% |
| Participant deferral / active EE | $13,813 | $6,357+117.3% | $5,568+148.1% | $6,342+117.8% |
| Admin fee / account holder | $922 | $19,816-95.3% | $16,241-94.3% | $12,312-92.5% |