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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 | $127,473 | $183,592-30.6% | $155,574-18.1% | $145,877-12.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.11% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $8,281 | $5,317+55.7% | $4,676+77.1% | $4,663+77.6% |
| Participant deferral / active EE | $6,810 | $6,466+5.3% | $5,629+21.0% | $6,691+1.8% |
| Admin fee / account holder | $19,025 | $19,316-1.5% | $15,914+19.5% | $13,402+42.0% |