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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 | $160,985 | $209,425-23.1% | $178,499-9.8% | $158,966+1.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.95% | 188.80%-171.8pp | 151.10%-134.2pp | 302.95%-286.0pp |
| Employer contribution / active EE | $6,433 | $5,707+12.7% | $5,011+28.4% | $4,762+35.1% |
| Participant deferral / active EE | $2,963 | $5,955-50.2% | $5,202-43.0% | $5,983-50.5% |
| Admin fee / account holder | $370 | $17,078-97.8% | $13,986-97.4% | $11,250-96.7% |