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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 | $149,040+21.0% | $120,225+50.0% | $137,256+31.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.96% | 605.68%-592.7pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,222 | $4,350-25.9% | $3,475-7.3% | $4,156-22.5% |
| Participant deferral / active EE | $8,613 | $4,655+85.0% | $3,999+115.4% | $6,407+34.4% |
| Admin fee / account holder | $420 | $6,348-93.4% | $5,696-92.6% | $12,270-96.6% |