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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 | $94,517 | $183,592-48.5% | $155,574-39.2% | $145,877-35.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.39% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $15,990 | $5,317+200.7% | $4,676+242.0% | $4,663+242.9% |
| Participant deferral / active EE | $16,815 | $6,466+160.1% | $5,629+198.7% | $6,691+151.3% |
| Admin fee / account holder | $842 | $19,316-95.6% | $15,914-94.7% | $13,402-93.7% |