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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 | $181,194 | $202,342-10.5% | $172,752+4.9% | $152,897+18.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.14% | 1029.83%-1005.7pp | 802.97%-778.8pp | 345.43%-321.3pp |
| Employer contribution / active EE | $4,414 | $5,858-24.6% | $5,144-14.2% | $4,764-7.3% |
| Participant deferral / active EE | $8,274 | $5,948+39.1% | $5,198+59.2% | $5,851+41.4% |
| Admin fee / account holder | $585 | $17,111-96.6% | $13,955-95.8% | $11,599-95.0% |