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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 | $162,302 | $183,592-11.6% | $155,574+4.3% | $145,877+11.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.36% | 61.37%-34.0pp | 64.87%-37.5pp | 551.28%-523.9pp |
| Employer contribution / active EE | $19,272 | $5,317+262.5% | $4,676+312.2% | $4,663+313.3% |
| Participant deferral / active EE | $13,375 | $6,466+106.9% | $5,629+137.6% | $6,691+99.9% |
| Admin fee / account holder | $5,659 | $19,316-70.7% | $15,914-64.4% | $13,402-57.8% |