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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 | $150,929 | $198,457-23.9% | $170,435-11.4% | $147,586+2.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.15% | 257.30%-241.2pp | 205.94%-189.8pp | 578.59%-562.4pp |
| Employer contribution / active EE | $3,755 | $6,183-39.3% | $5,432-30.9% | $4,876-23.0% |
| Participant deferral / active EE | $6,513 | $5,629+15.7% | $4,939+31.9% | $5,439+19.8% |
| Admin fee / account holder | $13,719 | $16,852-18.6% | $13,881-1.2% | $10,886+26.0% |