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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 | $158,868 | $211,224-24.8% | $178,505-11.0% | $145,897+8.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.15% | 30.28%-13.1pp | 27.16%-10.0pp | 552.29%-535.1pp |
| Employer contribution / active EE | $5,973 | $4,577+30.5% | $3,955+51.0% | $4,663+28.1% |
| Participant deferral / active EE | $7,768 | $6,966+11.5% | $6,280+23.7% | $6,689+16.1% |
| Admin fee / account holder | $4,053 | $12,109-66.5% | $10,428-61.1% | $13,390-69.7% |