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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 | $141,840 | $198,457-28.5% | $170,435-16.8% | $147,586-3.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.30% | 257.30%-248.0pp | 205.94%-196.6pp | 578.59%-569.3pp |
| Employer contribution / active EE | $6,857 | $6,183+10.9% | $5,432+26.2% | $4,876+40.6% |
| Participant deferral / active EE | $2,871 | $5,629-49.0% | $4,939-41.9% | $5,439-47.2% |
| Admin fee / account holder | $59,856 | $16,852+255.2% | $13,881+331.2% | $10,886+449.9% |