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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 | $116,581 | $124,314-6.2% | $109,163+6.8% | $167,518-30.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.34% | 26.04%-11.7pp | 25.75%-11.4pp | 478.71%-464.4pp |
| Employer contribution / active EE | $5,929 | $4,209+40.9% | $3,723+59.3% | $4,838+22.5% |
| Participant deferral / active EE | $4,466 | $5,256-15.0% | $4,654-4.0% | $6,342-29.6% |
| Admin fee / account holder | $7,160 | $7,973-10.2% | $6,754+6.0% | $12,312-41.9% |