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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 | $191,443 | $183,988+4.1% | $162,177+18.0% | $152,897+25.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.51% | 150.79%-125.3pp | 115.60%-90.1pp | 345.43%-319.9pp |
| Employer contribution / active EE | $3,370 | $6,370-47.1% | $5,613-40.0% | $4,764-29.2% |
| Participant deferral / active EE | $7,978 | $8,032-0.7% | $7,297+9.3% | $5,851+36.4% |
| Admin fee / account holder | $1,633 | $13,123-87.6% | $10,843-84.9% | $11,599-85.9% |