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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 | $136,336 | $181,062-24.7% | $158,223-13.8% | $155,188-12.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.38% | 57.39%-47.0pp | 52.09%-41.7pp | 148.84%-138.5pp |
| Employer contribution / active EE | $7,045 | $4,565+54.3% | $4,109+71.5% | $4,248+65.8% |
| Participant deferral / active EE | $8,138 | $6,134+32.7% | $5,467+48.9% | $6,531+24.6% |
| Admin fee / account holder | $766 | $18,825-95.9% | $16,047-95.2% | $14,480-94.7% |