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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 | $164,719 | $183,988-10.5% | $162,177+1.6% | $152,897+7.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.27% | 150.79%-137.5pp | 115.60%-102.3pp | 345.43%-332.2pp |
| Employer contribution / active EE | $7,923 | $6,370+24.4% | $5,613+41.2% | $4,764+66.3% |
| Participant deferral / active EE | $9,877 | $8,032+23.0% | $7,297+35.4% | $5,851+68.8% |
| Admin fee / account holder | $1,924 | $13,123-85.3% | $10,843-82.3% | $11,599-83.4% |