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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 | $132,480 | $132,634-0.1% | $115,768+14.4% | $137,256-3.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.69% | 160.70%-143.0pp | 100.46%-82.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,117 | $3,360+22.5% | $2,940+40.0% | $4,156-0.9% |
| Participant deferral / active EE | $13,035 | $5,619+132.0% | $4,917+165.1% | $6,407+103.5% |
| Admin fee / account holder | $3,738 | $15,028-75.1% | $12,439-70.0% | $12,270-69.5% |