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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 | $178,267 | $183,539-2.9% | $155,556+14.6% | $145,897+22.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,869 | $5,315-27.2% | $4,675-17.3% | $4,663-17.0% |
| Participant deferral / active EE | $11,358 | $6,467+75.6% | $5,631+101.7% | $6,689+69.8% |
| Admin fee / account holder | $26,128 | $19,275+35.6% | $15,885+64.5% | $13,390+95.1% |