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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 | $121,069 | $196,972-38.5% | $182,262-33.6% | $198,609-39.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 29.65% | 158.27%-128.6pp | 140.60%-110.9pp | 202.70%-173.0pp |
| Employer contribution / active EE | $7,730 | $5,364+44.1% | $5,046+53.2% | $5,055+52.9% |
| Participant deferral / active EE | $12,371 | $8,643+43.1% | $8,276+49.5% | $6,977+77.3% |
| Admin fee / account holder | $3,474 | $18,429-81.1% | $16,712-79.2% | $19,030-81.7% |