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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 | $133,502 | $176,077-24.2% | $159,455-16.3% | $167,518-20.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.59% | 331.83%-320.2pp | 263.63%-252.0pp | 478.71%-467.1pp |
| Employer contribution / active EE | $2,826 | $5,298-46.7% | $4,830-41.5% | $4,838-41.6% |
| Participant deferral / active EE | $8,584 | $7,751+10.7% | $7,353+16.7% | $6,342+35.3% |
| Admin fee / account holder | $21,725 | $12,556+73.0% | $10,800+101.1% | $12,312+76.4% |