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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 | $175,493 | $185,883-5.6% | $170,043+3.2% | $139,466+25.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.75% | 60.54%-47.8pp | 53.40%-40.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $4,000 | $7,596-47.3% | $6,790-41.1% | $4,754-15.9% |
| Participant deferral / active EE | $17,820 | $11,626+53.3% | $10,410+71.2% | $6,712+165.5% |
| Admin fee / account holder | $17,715 | $15,393+15.1% | $12,824+38.1% | $11,409+55.3% |