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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 | $135,666 | $183,592-26.1% | $155,574-12.8% | $145,877-7.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $8,400 | $5,317+58.0% | $4,676+79.6% | $4,663+80.1% |
| Participant deferral / active EE | $6,347 | $6,466-1.8% | $5,629+12.8% | $6,691-5.1% |
| Admin fee / account holder | $1,410 | $19,316-92.7% | $15,914-91.1% | $13,402-89.5% |