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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 | $170,297 | $183,539-7.2% | $155,556+9.5% | $145,897+16.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.66% | 61.31%-40.6pp | 64.84%-44.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $20,221 | $5,315+280.4% | $4,675+332.5% | $4,663+333.7% |
| Participant deferral / active EE | $22,806 | $6,467+252.6% | $5,631+305.0% | $6,689+240.9% |
| Admin fee / account holder | $2,292 | $19,275-88.1% | $15,885-85.6% | $13,390-82.9% |