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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 | $174,323 | $211,224-17.5% | $178,505-2.3% | $145,897+19.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.71% | 30.28%-17.6pp | 27.16%-14.4pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,158 | $4,577-9.1% | $3,955+5.1% | $4,663-10.8% |
| Participant deferral / active EE | $7,679 | $6,966+10.2% | $6,280+22.3% | $6,689+14.8% |
| Admin fee / account holder | $49,739 | $12,109+310.8% | $10,428+377.0% | $13,390+271.5% |