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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 | $120,137 | $111,814+7.4% | $103,374+16.2% | $145,959-17.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.35% | 24.77%-12.4pp | 24.89%-12.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $4,880 | $4,214+15.8% | $3,869+26.1% | $4,661+4.7% |
| Participant deferral / active EE | $8,916 | $5,618+58.7% | $5,058+76.3% | $6,689+33.3% |
| Admin fee / account holder | $4,258 | $9,754-56.4% | $8,394-49.3% | $13,398-68.2% |