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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 | $161,005 | $134,817+19.4% | $123,973+29.9% | $155,188+3.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.16% | 515.49%-502.3pp | 388.13%-375.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,905 | $4,425-11.8% | $4,126-5.3% | $4,248-8.1% |
| Participant deferral / active EE | $11,681 | $5,706+104.7% | $5,247+122.6% | $6,531+78.8% |
| Admin fee / account holder | $34,006 | $13,245+156.7% | $11,799+188.2% | $14,480+134.9% |