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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 | $183,250 | $210,698-13.0% | $178,014+2.9% | $145,959+25.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.92% | 386.27%-368.4pp | 294.80%-276.9pp | 561.95%-544.0pp |
| Employer contribution / active EE | $24,617 | $4,567+439.0% | $3,950+523.2% | $4,661+428.2% |
| Participant deferral / active EE | $9,200 | $6,958+32.2% | $6,276+46.6% | $6,689+37.5% |
| Admin fee / account holder | $2,082 | $12,016-82.7% | $10,362-79.9% | $13,398-84.5% |