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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 | $162,186 | $183,592-11.7% | $155,574+4.2% | $145,877+11.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.32% | 61.37%-52.1pp | 64.87%-55.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,385 | $5,317-55.2% | $4,676-49.0% | $4,663-48.9% |
| Participant deferral / active EE | $10,658 | $6,466+64.8% | $5,629+89.3% | $6,691+59.3% |
| Admin fee / account holder | $1,396 | $19,316-92.8% | $15,914-91.2% | $13,402-89.6% |