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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 | $116,169 | $183,592-36.7% | $155,574-25.3% | $145,877-20.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $6,373 | $5,317+19.9% | $4,676+36.3% | $4,663+36.7% |
| Participant deferral / active EE | $5,085 | $6,466-21.4% | $5,629-9.7% | $6,691-24.0% |
| Admin fee / account holder | $828 | $19,316-95.7% | $15,914-94.8% | $13,402-93.8% |