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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 | $180,159 | $198,470-9.2% | $170,444+5.7% | $147,585+22.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.28% | 257.30%-232.0pp | 205.94%-180.7pp | 578.56%-553.3pp |
| Employer contribution / active EE | $2,947 | $6,184-52.3% | $5,433-45.8% | $4,876-39.6% |
| Participant deferral / active EE | $3,282 | $5,629-41.7% | $4,939-33.6% | $5,439-39.7% |
| Admin fee / account holder | $25,017 | $16,852+48.4% | $13,881+80.2% | $10,885+129.8% |