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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 | $234,537 | $217,432+7.9% | $185,849+26.2% | $167,536+40.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.86% | 148.42%-133.6pp | 122.10%-107.2pp | 478.82%-464.0pp |
| Employer contribution / active EE | $12,716 | $5,875+116.4% | $5,169+146.0% | $4,839+162.8% |
| Participant deferral / active EE | $7,200 | $6,357+13.3% | $5,569+29.3% | $6,342+13.5% |
| Admin fee / account holder | $20,070 | $19,818+1.3% | $16,244+23.6% | $12,315+63.0% |