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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 | $176,251 | $183,978-4.2% | $162,171+8.7% | $152,885+15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.04% | 150.78%-133.7pp | 115.60%-98.6pp | 345.39%-328.4pp |
| Employer contribution / active EE | $6,268 | $6,370-1.6% | $5,613+11.7% | $4,763+31.6% |
| Participant deferral / active EE | $4,162 | $8,033-48.2% | $7,297-43.0% | $5,851-28.9% |
| Admin fee / account holder | $3,067 | $13,122-76.6% | $10,843-71.7% | $11,598-73.6% |