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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 | $171,574 | $175,231-2.1% | $149,696+14.6% | $139,466+23.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.93% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $11,189 | $5,478+104.3% | $4,821+132.1% | $4,754+135.4% |
| Participant deferral / active EE | $8,102 | $6,521+24.2% | $5,682+42.6% | $6,712+20.7% |
| Admin fee / account holder | $1,307 | $16,155-91.9% | $13,212-90.1% | $11,409-88.5% |