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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 | $212,607 | $217,432-2.2% | $185,849+14.4% | $167,536+26.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.22% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $21,890 | $5,875+272.6% | $5,169+323.5% | $4,839+352.3% |
| Participant deferral / active EE | $11,003 | $6,357+73.1% | $5,569+97.6% | $6,342+73.5% |
| Admin fee / account holder | $7,391 | $19,818-62.7% | $16,244-54.5% | $12,315-40.0% |