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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 | $139,370 | $157,304-11.4% | $141,197-1.3% | $152,909-8.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.22% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $4,264 | $5,263-19.0% | $4,736-10.0% | $4,764-10.5% |
| Participant deferral / active EE | $5,330 | $7,111-25.0% | $6,710-20.6% | $5,851-8.9% |
| Admin fee / account holder | $706 | $12,126-94.2% | $10,265-93.1% | $11,601-93.9% |