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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 | $177,413 | $226,105-21.5% | $182,540-2.8% | $152,897+16.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.00% | 192.58%-176.6pp | 148.58%-132.6pp | 345.43%-329.4pp |
| Employer contribution / active EE | $16,188 | $4,978+225.2% | $4,076+297.2% | $4,764+239.8% |
| Participant deferral / active EE | $9,134 | $6,370+43.4% | $5,525+65.3% | $5,851+56.1% |
| Admin fee / account holder | $551 | $10,706-94.9% | $8,593-93.6% | $11,599-95.2% |