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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 | $174,215 | $209,425-16.8% | $178,499-2.4% | $158,966+9.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.45% | 188.80%-171.3pp | 151.10%-133.7pp | 302.95%-285.5pp |
| Employer contribution / active EE | $6,402 | $5,707+12.2% | $5,011+27.7% | $4,762+34.4% |
| Participant deferral / active EE | $7,625 | $5,955+28.0% | $5,202+46.6% | $5,983+27.4% |
| Admin fee / account holder | $6,529 | $17,078-61.8% | $13,986-53.3% | $11,250-42.0% |