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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 | $184,106 | $183,592+0.3% | $155,574+18.3% | $145,877+26.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.96% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,513 | $5,317-71.5% | $4,676-67.6% | $4,663-67.6% |
| Participant deferral / active EE | $7,924 | $6,466+22.6% | $5,629+40.8% | $6,691+18.4% |
| Admin fee / account holder | $4,663 | $19,316-75.9% | $15,914-70.7% | $13,402-65.2% |