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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 | $168,606 | $175,257-3.8% | $149,717+12.6% | $139,456+20.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.54% | 166.70%-154.2pp | 134.41%-121.9pp | 373.45%-360.9pp |
| Employer contribution / active EE | $6,908 | $5,477+26.1% | $4,820+43.3% | $4,753+45.4% |
| Participant deferral / active EE | $9,839 | $6,521+50.9% | $5,682+73.2% | $6,711+46.6% |
| Admin fee / account holder | $1,779 | $16,156-89.0% | $13,213-86.5% | $11,407-84.4% |