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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 | $174,255 | $209,847-17.0% | $189,520-8.1% | $167,518+4.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 34.28% | 748.45%-714.2pp | 555.25%-521.0pp | 478.71%-444.4pp |
| Employer contribution / active EE | $8,846 | $6,913+28.0% | $6,161+43.6% | $4,838+82.8% |
| Participant deferral / active EE | $11,464 | $8,934+28.3% | $8,220+39.5% | $6,342+80.8% |
| Admin fee / account holder | $9,173 | $14,295-35.8% | $12,046-23.8% | $12,312-25.5% |