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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 | $166,903 | $203,483-18.0% | $152,473+9.5% | $167,536-0.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 17.74% | 13.80%+3.9pp | 757.59%-739.8pp | 478.82%-461.1pp |
| Employer contribution / active EE | $4,674 | $5,219-10.4% | $4,326+8.1% | $4,839-3.4% |
| Participant deferral / active EE | $7,589 | $6,711+13.1% | $5,817+30.5% | $6,342+19.7% |
| Admin fee / account holder | $463 | $22,521-97.9% | $15,811-97.1% | $12,315-96.2% |