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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 | $171,494 | $183,592-6.6% | $155,567+10.2% | $145,959+17.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $8,618 | $5,315+62.2% | $4,674+84.4% | $4,661+84.9% |
| Participant deferral / active EE | $5,466 | $6,464-15.4% | $5,628-2.9% | $6,689-18.3% |
| Admin fee / account holder | $15,413 | $19,318-20.2% | $15,916-3.2% | $13,398+15.0% |