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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 | $163,465 | $165,361-1.1% | $149,715+9.2% | $158,950+2.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.29% | 348.24%-331.9pp | 276.66%-260.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $12,519 | $5,103+145.3% | $4,645+169.5% | $4,762+162.9% |
| Participant deferral / active EE | $6,495 | $7,182-9.6% | $6,842-5.1% | $5,983+8.6% |
| Admin fee / account holder | $965 | $10,808-91.1% | $9,310-89.6% | $11,248-91.4% |