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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 | $189,841 | $209,428-9.4% | $178,498+6.4% | $158,950+19.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.81% | 188.78%-171.0pp | 151.09%-133.3pp | 302.91%-285.1pp |
| Employer contribution / active EE | $9,238 | $5,707+61.9% | $5,011+84.3% | $4,762+94.0% |
| Participant deferral / active EE | $4,472 | $5,955-24.9% | $5,202-14.0% | $5,983-25.2% |
| Admin fee / account holder | $1,040 | $17,077-93.9% | $13,985-92.6% | $11,248-90.8% |