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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 | $149,305 | $183,592-18.7% | $155,567-4.0% | $145,959+2.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.81% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $8,561 | $5,315+61.1% | $4,674+83.2% | $4,661+83.7% |
| Participant deferral / active EE | $8,850 | $6,464+36.9% | $5,628+57.3% | $6,689+32.3% |
| Admin fee / account holder | $1,849 | $19,318-90.4% | $15,916-88.4% | $13,398-86.2% |