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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 | $151,323 | $174,379-13.2% | $152,093-0.5% | $138,895+8.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.41% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,347 | $4,652-49.5% | $4,175-43.8% | $4,194-44.0% |
| Participant deferral / active EE | $14,320 | $6,159+132.5% | $5,451+162.7% | $6,396+123.9% |
| Admin fee / account holder | $2,852 | $16,880-83.1% | $14,497-80.3% | $12,562-77.3% |