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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 | $143,045 | $217,432-34.2% | $185,851-23.0% | $167,553-14.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.81% | 148.43%-124.6pp | 122.11%-98.3pp | 478.89%-455.1pp |
| Employer contribution / active EE | $5,407 | $5,874-8.0% | $5,168+4.6% | $4,840+11.7% |
| Participant deferral / active EE | $6,243 | $6,357-1.8% | $5,569+12.1% | $6,343-1.6% |
| Admin fee / account holder | $16,396 | $19,820-17.3% | $16,245+0.9% | $12,316+33.1% |