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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 | $180,312 | $162,529+10.9% | $130,788+37.9% | $154,746+16.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.96% | 510.48%-497.5pp | 386.44%-373.5pp | 172.34%-159.4pp |
| Employer contribution / active EE | $3,222 | $4,447-27.6% | $3,558-9.4% | $4,379-26.4% |
| Participant deferral / active EE | $8,613 | $4,808+79.1% | $4,137+108.2% | $6,730+28.0% |
| Admin fee / account holder | $420 | $7,669-94.5% | $6,673-93.7% | $14,365-97.1% |