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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 | $183,677 | $196,972-6.7% | $182,262+0.8% | $198,609-7.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.26% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $3,697 | $5,364-31.1% | $5,046-26.7% | $5,055-26.9% |
| Participant deferral / active EE | $13,519 | $8,643+56.4% | $8,276+63.3% | $6,977+93.8% |
| Admin fee / account holder | $32,143 | $18,429+74.4% | $16,712+92.3% | $19,030+68.9% |