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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 | $167,055 | $180,749-7.6% | $160,784+3.9% | $137,256+21.7% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 20.53% | 2234.46%-2213.9pp | 1803.92%-1783.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,868 | $4,155-55.0% | $3,733-49.9% | $4,156-55.0% |
| Participant deferral / active EE | $6,966 | $6,844+1.8% | $6,293+10.7% | $6,407+8.7% |
| Admin fee / account holder | $1,333 | $10,397-87.2% | $9,717-86.3% | $12,270-89.1% |