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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 | $162,164 | $162,821-0.4% | $133,978+21.0% | $158,982+2.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.77% | 41.95%-31.2pp | 45.10%-34.3pp | 302.99%-292.2pp |
| Employer contribution / active EE | $25,522 | $4,976+412.9% | $3,919+551.2% | $4,763+435.9% |
| Participant deferral / active EE | $13,268 | $5,910+124.5% | $5,047+162.9% | $5,983+121.8% |
| Admin fee / account holder | $15,819 | $11,742+34.7% | $8,930+77.1% | $11,252+40.6% |