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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 | $147,535 | $183,516-19.6% | $155,534-5.1% | $145,884+1.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.99% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $2,608 | $5,315-50.9% | $4,675-44.2% | $4,662-44.1% |
| Participant deferral / active EE | $6,800 | $6,467+5.2% | $5,630+20.8% | $6,690+1.6% |
| Admin fee / account holder | $1,805 | $19,293-90.6% | $15,900-88.6% | $13,392-86.5% |