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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 | $150,812 | $162,812-7.4% | $133,971+12.6% | $158,966-5.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.98% | 41.94%-24.0pp | 45.09%-27.1pp | 302.95%-285.0pp |
| Employer contribution / active EE | $9,816 | $4,976+97.3% | $3,919+150.5% | $4,762+106.1% |
| Participant deferral / active EE | $11,564 | $5,910+95.7% | $5,047+129.1% | $5,983+93.3% |
| Admin fee / account holder | $677 | $11,741-94.2% | $8,929-92.4% | $11,250-94.0% |