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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 | $154,975 | $175,259-11.6% | $149,723+3.5% | $139,487+11.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.11% | 166.82%-147.7pp | 134.50%-115.4pp | 373.84%-354.7pp |
| Employer contribution / active EE | $3,853 | $5,478-29.7% | $4,821-20.1% | $4,755-19.0% |
| Participant deferral / active EE | $11,605 | $6,522+77.9% | $5,682+104.2% | $6,713+72.9% |
| Admin fee / account holder | $2,816 | $16,158-82.6% | $13,215-78.7% | $11,407-75.3% |