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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 | $162,330 | $198,461-18.2% | $170,436-4.8% | $147,585+10.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.98% | 257.30%-241.3pp | 205.94%-190.0pp | 578.57%-562.6pp |
| Employer contribution / active EE | $11,358 | $6,184+83.7% | $5,433+109.1% | $4,876+132.9% |
| Participant deferral / active EE | $6,908 | $5,629+22.7% | $4,939+39.9% | $5,439+27.0% |
| Admin fee / account holder | $998 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |