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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 | $174,985 | $209,888-16.6% | $189,545-7.7% | $167,553+4.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.97% | 748.66%-731.7pp | 555.36%-538.4pp | 478.89%-461.9pp |
| Employer contribution / active EE | $6,538 | $6,915-5.4% | $6,162+6.1% | $4,840+35.1% |
| Participant deferral / active EE | $5,066 | $8,934-43.3% | $8,220-38.4% | $6,343-20.1% |
| Admin fee / account holder | $339 | $14,300-97.6% | $12,049-97.2% | $12,316-97.3% |