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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 | $142,643 | $165,399-13.8% | $149,745-4.7% | $158,982-10.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.38% | 348.34%-330.0pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $5,470 | $5,105+7.2% | $4,646+17.7% | $4,763+14.8% |
| Participant deferral / active EE | $4,420 | $7,183-38.5% | $6,843-35.4% | $5,983-26.1% |
| Admin fee / account holder | $11,699 | $10,811+8.2% | $9,312+25.6% | $11,252+4.0% |