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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 | $178,673 | $183,592-2.7% | $155,567+14.9% | $145,959+22.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.50% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.5pp |
| Employer contribution / active EE | $15,670 | $5,315+194.8% | $4,674+235.2% | $4,661+236.2% |
| Participant deferral / active EE | $6,571 | $6,464+1.7% | $5,628+16.8% | $6,689-1.8% |
| Admin fee / account holder | $1,740 | $19,318-91.0% | $15,916-89.1% | $13,398-87.0% |