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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 | $134,550 | $148,582-9.4% | $135,942-1.0% | $139,456-3.5% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 18.95% | 79.26%-60.3pp | 68.28%-49.3pp | 373.45%-354.5pp |
| Employer contribution / active EE | $7,143 | $5,245+36.2% | $4,858+47.0% | $4,753+50.3% |
| Participant deferral / active EE | $15,645 | $8,101+93.1% | $7,759+101.6% | $6,711+133.1% |
| Admin fee / account holder | $8,123 | $12,402-34.5% | $10,764-24.5% | $11,407-28.8% |