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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 | $193,566 | $162,529+19.1% | $130,788+48.0% | $154,746+25.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.20% | 510.48%-499.3pp | 386.44%-375.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $16,049 | $4,447+260.9% | $3,558+351.1% | $4,379+266.5% |
| Participant deferral / active EE | $12,683 | $4,808+163.8% | $4,137+206.6% | $6,730+88.4% |
| Admin fee / account holder | $1,792 | $7,669-76.6% | $6,673-73.1% | $14,365-87.5% |