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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 | $225,814 | $175,257+28.8% | $149,717+50.8% | $139,456+61.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.82% | 166.70%-150.9pp | 134.41%-118.6pp | 373.45%-357.6pp |
| Employer contribution / active EE | $7,448 | $5,477+36.0% | $4,820+54.5% | $4,753+56.7% |
| Participant deferral / active EE | $21,789 | $6,521+234.1% | $5,682+283.5% | $6,711+224.7% |
| Admin fee / account holder | $5,401 | $16,156-66.6% | $13,213-59.1% | $11,407-52.7% |