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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 | $180,041 | $202,463-11.1% | $169,397+6.3% | $139,487+29.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.20% | 532.64%-510.4pp | 406.23%-384.0pp | 373.84%-351.6pp |
| Employer contribution / active EE | $12,072 | $4,694+157.2% | $4,013+200.8% | $4,755+153.9% |
| Participant deferral / active EE | $25,040 | $6,941+260.8% | $6,223+302.4% | $6,713+273.0% |
| Admin fee / account holder | $2,571 | $10,726-76.0% | $9,017-71.5% | $11,407-77.5% |