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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 | $149,695 | $176,105-15.0% | $159,474-6.1% | $167,536-10.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.01% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,179 | $5,299-77.8% | $4,831-75.6% | $4,839-75.6% |
| Participant deferral / active EE | $13,875 | $7,751+79.0% | $7,353+88.7% | $6,342+118.8% |
| Admin fee / account holder | $1,046 | $12,559-91.7% | $10,802-90.3% | $12,315-91.5% |