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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 | $168,919 | $212,386-20.5% | $199,883-15.5% | $138,895+21.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.69% | 47.75%-28.1pp | 43.81%-24.1pp | 145.39%-125.7pp |
| Employer contribution / active EE | $9,072 | $6,625+36.9% | $6,261+44.9% | $4,194+116.3% |
| Participant deferral / active EE | $23,828 | $9,617+147.8% | $9,138+160.7% | $6,396+272.5% |
| Admin fee / account holder | $2,690 | $18,233-85.2% | $17,268-84.4% | $12,562-78.6% |