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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 | $127,744 | $124,346+2.7% | $111,308+14.8% | $167,536-23.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.43% | 37.45%-24.0pp | 54.67%-41.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $9,070 | $3,437+163.9% | $2,732+232.0% | $4,839+87.4% |
| Participant deferral / active EE | $8,462 | $5,182+63.3% | $4,487+88.6% | $6,342+33.4% |
| Admin fee / account holder | $420 | $10,621-96.0% | $7,965-94.7% | $12,315-96.6% |