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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 | $197,889 | $217,432-9.0% | $185,851+6.5% | $167,553+18.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.69% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $3,007 | $5,874-48.8% | $5,168-41.8% | $4,840-37.9% |
| Participant deferral / active EE | $6,105 | $6,357-4.0% | $5,569+9.6% | $6,343-3.8% |
| Admin fee / account holder | $7,034 | $19,820-64.5% | $16,245-56.7% | $12,316-42.9% |