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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 | $173,229 | $185,312-6.5% | $161,489+7.3% | $154,746+11.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 42.95% | 103.84%-60.9pp | 89.72%-46.8pp | 172.34%-129.4pp |
| Employer contribution / active EE | $11,974 | $4,769+151.1% | $4,268+180.5% | $4,379+173.4% |
| Participant deferral / active EE | $6,988 | $6,350+10.1% | $5,630+24.1% | $6,730+3.8% |
| Admin fee / account holder | $4,260 | $18,654-77.2% | $16,006-73.4% | $14,365-70.3% |