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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 | $139,848 | $154,228-9.3% | $145,433-3.8% | $137,256+1.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.48% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $7,042 | $4,804+46.6% | $4,554+54.6% | $4,156+69.4% |
| Participant deferral / active EE | $11,365 | $8,216+38.3% | $7,897+43.9% | $6,407+77.4% |
| Admin fee / account holder | $12,612 | $14,344-12.1% | $13,129-3.9% | $12,270+2.8% |