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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 | $148,081 | $198,457-25.4% | $170,435-13.1% | $147,586+0.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.89% | 257.30%-240.4pp | 205.94%-189.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $3,374 | $6,183-45.4% | $5,432-37.9% | $4,876-30.8% |
| Participant deferral / active EE | $5,978 | $5,629+6.2% | $4,939+21.0% | $5,439+9.9% |
| Admin fee / account holder | $426 | $16,852-97.5% | $13,881-96.9% | $10,886-96.1% |