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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 | $165,165 | $211,239-21.8% | $178,528-7.5% | $145,877+13.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.47% | 30.22%-17.8pp | 27.11%-14.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,317 | $4,570-49.3% | $3,950-41.3% | $4,663-50.3% |
| Participant deferral / active EE | $17,224 | $6,963+147.4% | $6,278+174.3% | $6,691+157.4% |
| Admin fee / account holder | $7,948 | $12,095-34.3% | $10,419-23.7% | $13,402-40.7% |