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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 | $122,433 | $198,461-38.3% | $170,436-28.2% | $147,585-17.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.84% | 257.30%-238.5pp | 205.94%-187.1pp | 578.57%-559.7pp |
| Employer contribution / active EE | $12,280 | $6,184+98.6% | $5,433+126.0% | $4,876+151.8% |
| Participant deferral / active EE | $13,783 | $5,629+144.8% | $4,939+179.0% | $5,439+153.4% |
| Admin fee / account holder | $467 | $16,852-97.2% | $13,880-96.6% | $10,885-95.7% |