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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 | $181,342 | $217,432-16.6% | $185,851-2.4% | $167,553+8.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.16% | 148.43%-137.3pp | 122.11%-110.9pp | 478.89%-467.7pp |
| Employer contribution / active EE | $2,611 | $5,874-55.5% | $5,168-49.5% | $4,840-46.0% |
| Participant deferral / active EE | $7,369 | $6,357+15.9% | $5,569+32.3% | $6,343+16.2% |
| Admin fee / account holder | $4,448 | $19,820-77.6% | $16,245-72.6% | $12,316-63.9% |