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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 | $156,096 | $183,627-15.0% | $155,602+0.3% | $145,978+6.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.64% | 61.32%-44.7pp | 64.81%-48.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $5,424 | $5,316+2.0% | $4,675+16.0% | $4,662+16.4% |
| Participant deferral / active EE | $11,838 | $6,466+83.1% | $5,629+110.3% | $6,690+77.0% |
| Admin fee / account holder | $1,044 | $19,327-94.6% | $15,923-93.4% | $13,400-92.2% |