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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 | $162,318 | $177,595-8.6% | $148,496+9.3% | $198,609-18.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.45% | 9.97%+13.5pp | 12.33%+11.1pp | 202.70%-179.2pp |
| Employer contribution / active EE | $9,849 | $4,098+140.3% | $3,497+181.6% | $5,055+94.8% |
| Participant deferral / active EE | $14,642 | $5,539+164.3% | $4,808+204.5% | $6,977+109.9% |
| Admin fee / account holder | $1,104 | $27,010-95.9% | $19,547-94.4% | $19,030-94.2% |