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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 | $139,628 | $211,288-33.9% | $178,540-21.8% | $145,884-4.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.70% | 30.27%-18.6pp | 27.15%-15.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,562 | $4,574-0.3% | $3,953+15.4% | $4,662-2.2% |
| Participant deferral / active EE | $3,000 | $6,967-56.9% | $6,281-52.2% | $6,690-55.2% |
| Admin fee / account holder | $11,510 | $12,105-4.9% | $10,424+10.4% | $13,392-14.0% |