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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 | $167,082 | $176,105-5.1% | $159,474+4.8% | $167,536-0.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.88% | 331.91%-319.0pp | 263.68%-250.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $11,010 | $5,299+107.8% | $4,831+127.9% | $4,839+127.5% |
| Participant deferral / active EE | $9,351 | $7,751+20.6% | $7,353+27.2% | $6,342+47.4% |
| Admin fee / account holder | $4,139 | $12,559-67.0% | $10,802-61.7% | $12,315-66.4% |