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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 | $103,115 | $125,193-17.6% | $105,591-2.3% | $145,978-29.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.15% | 225.53%-209.4pp | 116.43%-100.3pp | 550.52%-534.4pp |
| Employer contribution / active EE | $2,308 | $3,718-37.9% | $3,166-27.1% | $4,662-50.5% |
| Participant deferral / active EE | $7,079 | $5,708+24.0% | $5,008+41.3% | $6,690+5.8% |
| Admin fee / account holder | $8,069 | $17,277-53.3% | $11,024-26.8% | $13,400-39.8% |