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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 | $167,358 | $134,817+24.1% | $123,973+35.0% | $155,188+7.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.03% | 515.49%-498.5pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $3,289 | $4,425-25.7% | $4,126-20.3% | $4,248-22.6% |
| Participant deferral / active EE | $6,635 | $5,706+16.3% | $5,247+26.5% | $6,531+1.6% |
| Admin fee / account holder | $17,868 | $13,245+34.9% | $11,799+51.4% | $14,480+23.4% |