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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 | $159,817 | $124,330+28.5% | $109,173+46.4% | $167,536-4.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.82% | 26.04%-12.2pp | 25.75%-11.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $5,999 | $4,209+42.5% | $3,723+61.1% | $4,839+24.0% |
| Participant deferral / active EE | $9,800 | $5,256+86.4% | $4,654+110.6% | $6,342+54.5% |
| Admin fee / account holder | $1,711 | $7,974-78.5% | $6,755-74.7% | $12,315-86.1% |