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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 | $177,782 | $183,592-3.2% | $155,567+14.3% | $145,959+21.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $9,973 | $5,315+87.6% | $4,674+113.4% | $4,661+114.0% |
| Participant deferral / active EE | $14,655 | $6,464+126.7% | $5,628+160.4% | $6,689+119.1% |
| Admin fee / account holder | $11,286 | $19,318-41.6% | $15,916-29.1% | $13,398-15.8% |