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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 | $166,590 | $183,592-9.3% | $155,574+7.1% | $145,877+14.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $14,133 | $5,317+165.8% | $4,676+202.3% | $4,663+203.1% |
| Participant deferral / active EE | $5,377 | $6,466-16.8% | $5,629-4.5% | $6,691-19.6% |
| Admin fee / account holder | $4,825 | $19,316-75.0% | $15,914-69.7% | $13,402-64.0% |