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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 | $114,866 | $183,539-37.4% | $155,556-26.2% | $145,897-21.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.79% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $3,970 | $5,315-25.3% | $4,675-15.1% | $4,663-14.8% |
| Participant deferral / active EE | $3,877 | $6,467-40.0% | $5,631-31.1% | $6,689-42.0% |
| Admin fee / account holder | $38,133 | $19,275+97.8% | $15,885+140.1% | $13,390+184.8% |