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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 | $228,881 | $209,405+9.3% | $178,486+28.2% | $158,931+44.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.43% | 188.77%-168.3pp | 151.08%-130.6pp | 302.86%-282.4pp |
| Employer contribution / active EE | $10,474 | $5,707+83.5% | $5,011+109.0% | $4,761+120.0% |
| Participant deferral / active EE | $5,211 | $5,954-12.5% | $5,202+0.2% | $5,982-12.9% |
| Admin fee / account holder | $4,501 | $17,076-73.6% | $13,985-67.8% | $11,247-60.0% |