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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 | $99,513 | $165,351-39.8% | $149,710-33.5% | $158,931-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.88% | 348.19%-338.3pp | 276.63%-266.7pp | 302.86%-293.0pp |
| Employer contribution / active EE | $4,824 | $5,103-5.5% | $4,645+3.9% | $4,761+1.3% |
| Participant deferral / active EE | $8,077 | $7,181+12.5% | $6,842+18.1% | $5,982+35.0% |
| Admin fee / account holder | $9,304 | $10,807-13.9% | $9,309-0.1% | $11,247-17.3% |