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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 | $189,256 | $202,342-6.5% | $172,753+9.6% | $152,909+23.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.43% | 1029.88%-1009.4pp | 803.00%-782.6pp | 345.46%-325.0pp |
| Employer contribution / active EE | $4,302 | $5,857-26.6% | $5,144-16.4% | $4,764-9.7% |
| Participant deferral / active EE | $4,684 | $5,948-21.3% | $5,198-9.9% | $5,851-20.0% |
| Admin fee / account holder | $1,394 | $17,112-91.9% | $13,956-90.0% | $11,601-88.0% |