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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 | $108,134 | $198,461-45.5% | $170,436-36.6% | $147,585-26.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.45% | 257.30%-236.9pp | 205.94%-185.5pp | 578.57%-558.1pp |
| Employer contribution / active EE | $9,920 | $6,184+60.4% | $5,433+82.6% | $4,876+103.4% |
| Participant deferral / active EE | $6,371 | $5,629+13.2% | $4,939+29.0% | $5,439+17.1% |
| Admin fee / account holder | $898 | $16,852-94.7% | $13,880-93.5% | $10,885-91.8% |