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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 | $185,943 | $198,470-6.3% | $170,444+9.1% | $147,585+26.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.92% | 257.30%-240.4pp | 205.94%-189.0pp | 578.56%-561.6pp |
| Employer contribution / active EE | $14,400 | $6,184+132.9% | $5,433+165.1% | $4,876+195.3% |
| Participant deferral / active EE | $18,000 | $5,629+219.7% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | $1,257 | $16,852-92.5% | $13,881-90.9% | $10,885-88.5% |