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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 | $146,286 | $176,786-17.3% | $146,643-0.2% | $167,536-12.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.66% | 24.04%-12.4pp | 22.75%-11.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $5,625 | $5,161+9.0% | $4,137+36.0% | $4,839+16.2% |
| Participant deferral / active EE | $3,919 | $6,440-39.2% | $5,506-28.8% | $6,342-38.2% |
| Admin fee / account holder | $1,570 | $13,262-88.2% | $10,280-84.7% | $12,315-87.3% |