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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 | $114,748 | $183,592-37.5% | $155,574-26.2% | $145,877-21.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.98% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,733 | $5,317-29.8% | $4,676-20.2% | $4,663-19.9% |
| Participant deferral / active EE | $7,268 | $6,466+12.4% | $5,629+29.1% | $6,691+8.6% |
| Admin fee / account holder | $2,023 | $19,316-89.5% | $15,914-87.3% | $13,402-84.9% |