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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 | $152,337 | $129,737+17.4% | $119,126+27.9% | $154,746-1.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.47% | 379.08%-368.6pp | 282.11%-271.6pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,836 | $4,375-35.2% | $4,034-29.7% | $4,379-35.2% |
| Participant deferral / active EE | $7,876 | $5,842+34.8% | $5,318+48.1% | $6,730+17.0% |
| Admin fee / account holder | $31,199 | $11,961+160.8% | $10,693+191.8% | $14,365+117.2% |