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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 | $132,982 | $152,592-12.9% | $125,180+6.2% | $152,885-13.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.04% | 54.84%-43.8pp | 43.79%-32.8pp | 345.39%-334.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,017 | $5,868+70.7% | $4,937+102.9% | $5,851+71.2% |
| Admin fee / account holder | $5,364 | $13,435-60.1% | $9,703-44.7% | $11,598-53.8% |