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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 | $234,283 | $198,470+18.0% | $170,444+37.5% | $147,585+58.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.92% | 257.30%-245.4pp | 205.94%-194.0pp | 578.56%-566.6pp |
| Employer contribution / active EE | $17,516 | $6,184+183.3% | $5,433+222.4% | $4,876+259.2% |
| Participant deferral / active EE | $6,879 | $5,629+22.2% | $4,939+39.3% | $5,439+26.5% |
| Admin fee / account holder | $3,084 | $16,852-81.7% | $13,881-77.8% | $10,885-71.7% |