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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 | $117,838 | $183,516-35.8% | $155,534-24.2% | $145,884-19.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.05% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $6,679 | $5,315+25.7% | $4,675+42.9% | $4,662+43.3% |
| Participant deferral / active EE | $8,475 | $6,467+31.1% | $5,630+50.5% | $6,690+26.7% |
| Admin fee / account holder | $5,585 | $19,293-71.1% | $15,900-64.9% | $13,392-58.3% |