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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 | $146,004 | $185,905-21.5% | $170,057-14.1% | $139,487+4.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.27% | 60.56%-43.3pp | 53.42%-36.1pp | 373.84%-356.6pp |
| Employer contribution / active EE | $16,755 | $7,597+120.5% | $6,790+146.7% | $4,755+252.4% |
| Participant deferral / active EE | $12,214 | $11,627+5.1% | $10,411+17.3% | $6,713+82.0% |
| Admin fee / account holder | $563 | $15,397-96.3% | $12,826-95.6% | $11,407-95.1% |