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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 | $201,568 | $217,432-7.3% | $185,849+8.5% | $167,536+20.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.63% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $17,682 | $5,875+201.0% | $5,169+242.1% | $4,839+265.4% |
| Participant deferral / active EE | $13,310 | $6,357+109.4% | $5,569+139.0% | $6,342+109.9% |
| Admin fee / account holder | $2,164 | $19,818-89.1% | $16,244-86.7% | $12,315-82.4% |