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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 | $180,282 | $226,090-20.3% | $182,531-1.2% | $152,885+17.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.95% | 192.57%-167.6pp | 148.57%-123.6pp | 345.39%-320.4pp |
| Employer contribution / active EE | $1,293 | $4,978-74.0% | $4,075-68.3% | $4,763-72.9% |
| Participant deferral / active EE | $11,200 | $6,369+75.8% | $5,525+102.7% | $5,851+91.4% |
| Admin fee / account holder | $1,286 | $10,705-88.0% | $8,593-85.0% | $11,598-88.9% |