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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 | $170,765 | $202,342-15.6% | $172,752-1.2% | $152,897+11.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 43.83% | 1029.83%-986.0pp | 802.97%-759.1pp | 345.43%-301.6pp |
| Employer contribution / active EE | $2,856 | $5,858-51.2% | $5,144-44.5% | $4,764-40.0% |
| Participant deferral / active EE | $6,345 | $5,948+6.7% | $5,198+22.1% | $5,851+8.4% |
| Admin fee / account holder | $320 | $17,111-98.1% | $13,955-97.7% | $11,599-97.2% |