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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 | $114,466 | $111,814+2.4% | $103,374+10.7% | $145,959-21.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 24.77%-11.6pp | 24.89%-11.8pp | 561.95%-548.8pp |
| Employer contribution / active EE | $5,681 | $4,214+34.8% | $3,869+46.8% | $4,661+21.9% |
| Participant deferral / active EE | $10,022 | $5,618+78.4% | $5,058+98.2% | $6,689+49.8% |
| Admin fee / account holder | $1,316 | $9,754-86.5% | $8,394-84.3% | $13,398-90.2% |