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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 | $197,472 | $175,259+12.7% | $149,723+31.9% | $139,487+41.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.27% | 166.82%-144.6pp | 134.50%-112.2pp | 373.84%-351.6pp |
| Employer contribution / active EE | $1,333 | $5,478-75.7% | $4,821-72.3% | $4,755-72.0% |
| Participant deferral / active EE | $2,333 | $6,522-64.2% | $5,682-58.9% | $6,713-65.2% |
| Admin fee / account holder | $3,780 | $16,158-76.6% | $13,215-71.4% | $11,407-66.9% |