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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 | $163,737 | $211,239-22.5% | $178,528-8.3% | $145,877+12.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.50% | 30.22%-20.7pp | 27.11%-17.6pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,226 | $4,570-51.3% | $3,950-43.7% | $4,663-52.3% |
| Participant deferral / active EE | $15,723 | $6,963+125.8% | $6,278+150.4% | $6,691+135.0% |
| Admin fee / account holder | $2,034 | $12,095-83.2% | $10,419-80.5% | $13,402-84.8% |