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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 | $137,995 | $165,381-16.6% | $149,730-7.8% | $158,966-13.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.16% | 348.29%-335.1pp | 276.70%-263.5pp | 302.95%-289.8pp |
| Employer contribution / active EE | $9,005 | $5,104+76.4% | $4,645+93.8% | $4,762+89.1% |
| Participant deferral / active EE | $11,246 | $7,182+56.6% | $6,843+64.4% | $5,983+88.0% |
| Admin fee / account holder | $3,127 | $10,809-71.1% | $9,310-66.4% | $11,250-72.2% |