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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 | $148,194 | $209,425-29.2% | $178,499-17.0% | $158,966-6.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.60% | 188.80%-171.2pp | 151.10%-133.5pp | 302.95%-285.4pp |
| Employer contribution / active EE | $5,682 | $5,707-0.4% | $5,011+13.4% | $4,762+19.3% |
| Participant deferral / active EE | $3,736 | $5,955-37.3% | $5,202-28.2% | $5,983-37.6% |
| Admin fee / account holder | $609 | $17,078-96.4% | $13,986-95.6% | $11,250-94.6% |