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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 | $180,562 | $175,231+3.0% | $149,696+20.6% | $139,466+29.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.56% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $7,151 | $5,478+30.5% | $4,821+48.3% | $4,754+50.4% |
| Participant deferral / active EE | $8,680 | $6,521+33.1% | $5,682+52.8% | $6,712+29.3% |
| Admin fee / account holder | $46,715 | $16,155+189.2% | $13,212+253.6% | $11,409+309.5% |