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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 | $160,876 | $198,457-18.9% | $170,435-5.6% | $147,586+9.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.01% | 257.30%-244.3pp | 205.94%-192.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $7,110 | $6,183+15.0% | $5,432+30.9% | $4,876+45.8% |
| Participant deferral / active EE | $4,683 | $5,629-16.8% | $4,939-5.2% | $5,439-13.9% |
| Admin fee / account holder | $912 | $16,852-94.6% | $13,881-93.4% | $10,886-91.6% |