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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 | $203,298 | $209,422-2.9% | $178,503+13.9% | $158,982+27.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.18% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $17,180 | $5,707+201.0% | $5,011+242.8% | $4,763+260.7% |
| Participant deferral / active EE | $8,767 | $5,955+47.2% | $5,202+68.5% | $5,983+46.5% |
| Admin fee / account holder | $1,751 | $17,079-89.7% | $13,987-87.5% | $11,252-84.4% |