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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 | $135,739 | $176,786-23.2% | $146,643-7.4% | $167,536-19.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.06% | 24.04%-8.0pp | 22.75%-6.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,709 | $5,161-47.5% | $4,137-34.5% | $4,839-44.0% |
| Participant deferral / active EE | $4,357 | $6,440-32.3% | $5,506-20.9% | $6,342-31.3% |
| Admin fee / account holder | $8,618 | $13,262-35.0% | $10,280-16.2% | $12,315-30.0% |