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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 | $147,192 | $180,749-18.6% | $160,784-8.5% | $137,256+7.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.52% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,301 | $4,155-20.6% | $3,733-11.6% | $4,156-20.6% |
| Participant deferral / active EE | $12,917 | $6,844+88.7% | $6,293+105.3% | $6,407+101.6% |
| Admin fee / account holder | $187,925 | $10,397+1707.5% | $9,717+1834.0% | $12,270+1431.6% |