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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 | $159,872 | $134,817+18.6% | $123,973+29.0% | $155,188+3.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.21% | 515.49%-506.3pp | 388.13%-378.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $13,102 | $4,425+196.1% | $4,126+217.6% | $4,248+208.4% |
| Participant deferral / active EE | $9,037 | $5,706+58.4% | $5,247+72.2% | $6,531+38.4% |
| Admin fee / account holder | $8,361 | $13,245-36.9% | $11,799-29.1% | $14,480-42.3% |