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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 | $153,168 | $198,462-22.8% | $170,439-10.1% | $147,585+3.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.50% | 257.30%-241.8pp | 205.94%-190.4pp | 578.58%-563.1pp |
| Employer contribution / active EE | $5,674 | $6,184-8.2% | $5,433+4.4% | $4,876+16.4% |
| Participant deferral / active EE | $12,288 | $5,629+118.3% | $4,939+148.8% | $5,439+125.9% |
| Admin fee / account holder | $1,159 | $16,852-93.1% | $13,881-91.7% | $10,886-89.4% |