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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 | $147,773 | $211,288-30.1% | $178,540-17.2% | $145,884+1.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.72% | 30.27%-17.6pp | 27.15%-14.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $13,679 | $4,574+199.1% | $3,953+246.0% | $4,662+193.4% |
| Participant deferral / active EE | $11,933 | $6,967+71.3% | $6,281+90.0% | $6,690+78.4% |
| Admin fee / account holder | $24,755 | $12,105+104.5% | $10,424+137.5% | $13,392+84.9% |