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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 | $136,399 | $129,737+5.1% | $119,126+14.5% | $154,746-11.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.39% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,376 | $4,375-45.7% | $4,034-41.1% | $4,379-45.7% |
| Participant deferral / active EE | $8,534 | $5,842+46.1% | $5,318+60.5% | $6,730+26.8% |
| Admin fee / account holder | $5,134 | $11,961-57.1% | $10,693-52.0% | $14,365-64.3% |