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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 | $201,641 | $226,135-10.8% | $182,558+10.5% | $152,909+31.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 27.35% | 192.60%-165.3pp | 148.59%-121.2pp | 345.46%-318.1pp |
| Employer contribution / active EE | $5,780 | $4,979+16.1% | $4,076+41.8% | $4,764+21.3% |
| Participant deferral / active EE | $15,170 | $6,371+138.1% | $5,526+174.5% | $5,851+159.3% |
| Admin fee / account holder | $1,372 | $10,707-87.2% | $8,594-84.0% | $11,601-88.2% |