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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 | $181,638 | $198,457-8.5% | $170,435+6.6% | $147,586+23.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.98% | 257.30%-240.3pp | 205.94%-189.0pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,630 | $6,183-41.3% | $5,432-33.2% | $4,876-25.6% |
| Participant deferral / active EE | $6,397 | $5,629+13.6% | $4,939+29.5% | $5,439+17.6% |
| Admin fee / account holder | $11,267 | $16,852-33.1% | $13,881-18.8% | $10,886+3.5% |