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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 | $137,992 | $154,209-10.5% | $130,062+6.1% | $139,487-1.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.83% | 32.52%-17.7pp | -137.37%+152.2pp | 373.84%-359.0pp |
| Employer contribution / active EE | $6,080 | $5,292+14.9% | $4,322+40.7% | $4,755+27.9% |
| Participant deferral / active EE | $7,775 | $6,709+15.9% | $5,821+33.6% | $6,713+15.8% |
| Admin fee / account holder | $19,363 | $13,988+38.4% | $10,601+82.7% | $11,407+69.7% |