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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 | $208,550 | $217,432-4.1% | $185,849+12.2% | $167,536+24.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.80% | 148.42%-130.6pp | 122.10%-104.3pp | 478.82%-461.0pp |
| Employer contribution / active EE | $3,619 | $5,875-38.4% | $5,169-30.0% | $4,839-25.2% |
| Participant deferral / active EE | $11,858 | $6,357+86.5% | $5,569+112.9% | $6,342+87.0% |
| Admin fee / account holder | $954 | $19,818-95.2% | $16,244-94.1% | $12,315-92.3% |