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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 | $242,097 | $209,874+15.4% | $189,537+27.7% | $167,536+44.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 45.47% | 748.61%-703.1pp | 555.34%-509.9pp | 478.82%-433.3pp |
| Employer contribution / active EE | $4,729 | $6,913-31.6% | $6,161-23.2% | $4,839-2.3% |
| Participant deferral / active EE | $10,023 | $8,934+12.2% | $8,220+21.9% | $6,342+58.0% |
| Admin fee / account holder | $7,260 | $14,299-49.2% | $12,048-39.7% | $12,315-41.0% |