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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 | $153,457 | $148,623+3.3% | $135,974+12.9% | $139,466+10.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.22% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $3,955 | $5,246-24.6% | $4,859-18.6% | $4,754-16.8% |
| Participant deferral / active EE | $5,115 | $8,103-36.9% | $7,760-34.1% | $6,712-23.8% |
| Admin fee / account holder | $336 | $12,406-97.3% | $10,767-96.9% | $11,409-97.1% |