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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 | $150,598 | $171,272-12.1% | $127,803+17.8% | $152,897-1.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 24.79% | 23.54%+1.2pp | 26.14%-1.4pp | 345.43%-320.6pp |
| Employer contribution / active EE | $4,730 | $5,451-13.2% | $4,576+3.4% | $4,764-0.7% |
| Participant deferral / active EE | $9,644 | $7,043+36.9% | $6,023+60.1% | $5,851+64.8% |
| Admin fee / account holder | $20,548 | $14,540+41.3% | $9,399+118.6% | $11,599+77.1% |