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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 | $164,636 | $196,972-16.4% | $182,262-9.7% | $198,609-17.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 4.89% | 158.27%-153.4pp | 140.60%-135.7pp | 202.70%-197.8pp |
| Employer contribution / active EE | $5,211 | $5,364-2.9% | $5,046+3.3% | $5,055+3.1% |
| Participant deferral / active EE | $12,527 | $8,643+44.9% | $8,276+51.4% | $6,977+79.6% |
| Admin fee / account holder | $158,190 | $18,429+758.4% | $16,712+846.6% | $19,030+731.3% |