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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 | $126,751 | $183,627-31.0% | $155,602-18.5% | $145,978-13.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.65% | 61.32%-50.7pp | 64.81%-54.2pp | 550.52%-539.9pp |
| Employer contribution / active EE | $2,257 | $5,316-57.6% | $4,675-51.7% | $4,662-51.6% |
| Participant deferral / active EE | $5,687 | $6,466-12.0% | $5,629+1.0% | $6,690-15.0% |
| Admin fee / account holder | $12,877 | $19,327-33.4% | $15,923-19.1% | $13,400-3.9% |