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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 | $148,514 | $185,905-20.1% | $170,057-12.7% | $139,487+6.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.89% | 60.56%-24.7pp | 53.42%-17.5pp | 373.84%-338.0pp |
| Employer contribution / active EE | $9,080 | $7,597+19.5% | $6,790+33.7% | $4,755+91.0% |
| Participant deferral / active EE | $16,208 | $11,627+39.4% | $10,411+55.7% | $6,713+141.5% |
| Admin fee / account holder | $7,013 | $15,397-54.5% | $12,826-45.3% | $11,407-38.5% |