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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 | $119,265 | $157,304-24.2% | $141,197-15.5% | $152,909-22.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.93% | 64.34%-37.4pp | 71.41%-44.5pp | 345.46%-318.5pp |
| Employer contribution / active EE | $6,611 | $5,263+25.6% | $4,736+39.6% | $4,764+38.8% |
| Participant deferral / active EE | $10,466 | $7,111+47.2% | $6,710+56.0% | $5,851+78.9% |
| Admin fee / account holder | $368 | $12,126-97.0% | $10,265-96.4% | $11,601-96.8% |