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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 | $161,744 | $176,105-8.2% | $159,474+1.4% | $167,536-3.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.58% | 331.91%-314.3pp | 263.68%-246.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $9,285 | $5,299+75.2% | $4,831+92.2% | $4,839+91.9% |
| Participant deferral / active EE | $18,979 | $7,751+144.8% | $7,353+158.1% | $6,342+199.2% |
| Admin fee / account holder | $8,697 | $12,559-30.8% | $10,802-19.5% | $12,315-29.4% |