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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 | $187,258 | $209,888-10.8% | $189,545-1.2% | $167,553+11.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.15% | 748.66%-730.5pp | 555.36%-537.2pp | 478.89%-460.7pp |
| Employer contribution / active EE | $4,503 | $6,915-34.9% | $6,162-26.9% | $4,840-7.0% |
| Participant deferral / active EE | $10,623 | $8,934+18.9% | $8,220+29.2% | $6,343+67.5% |
| Admin fee / account holder | $2,760 | $14,300-80.7% | $12,049-77.1% | $12,316-77.6% |