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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 | $113,124 | $157,304-28.1% | $141,197-19.9% | $152,909-26.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.89% | 64.34%-43.5pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $7,326 | $5,263+39.2% | $4,736+54.7% | $4,764+53.8% |
| Participant deferral / active EE | $7,274 | $7,111+2.3% | $6,710+8.4% | $5,851+24.3% |
| Admin fee / account holder | $1,439 | $12,126-88.1% | $10,265-86.0% | $11,601-87.6% |