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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 | $156,482 | $227,291-31.2% | $214,702-27.1% | $155,188+0.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.89% | 60.08%-38.2pp | 54.55%-32.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $8,412 | $6,772+24.2% | $6,461+30.2% | $4,248+98.0% |
| Participant deferral / active EE | $23,459 | $9,582+144.8% | $9,147+156.5% | $6,531+259.2% |
| Admin fee / account holder | $319 | $20,413-98.4% | $19,830-98.4% | $14,480-97.8% |