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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 | $125,388 | $125,193+0.2% | $105,591+18.7% | $145,978-14.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.15% | 225.53%-211.4pp | 116.43%-102.3pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,957 | $3,718-47.4% | $3,166-38.2% | $4,662-58.0% |
| Participant deferral / active EE | $5,875 | $5,708+2.9% | $5,008+17.3% | $6,690-12.2% |
| Admin fee / account holder | $2,709 | $17,277-84.3% | $11,024-75.4% | $13,400-79.8% |