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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 | $173,438 | $201,370-13.9% | $184,256-5.9% | $145,897+18.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.28% | 29.05%-18.8pp | 28.85%-18.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $5,720 | $7,024-18.6% | $6,427-11.0% | $4,663+22.7% |
| Participant deferral / active EE | $9,343 | $9,808-4.7% | $9,133+2.3% | $6,689+39.7% |
| Admin fee / account holder | $1,312 | $16,364-92.0% | $13,899-90.6% | $13,390-90.2% |