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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 | $153,583 | $176,105-12.8% | $159,474-3.7% | $167,536-8.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.14% | 331.91%-314.8pp | 263.68%-246.5pp | 478.82%-461.7pp |
| Employer contribution / active EE | $5,260 | $5,299-0.7% | $4,831+8.9% | $4,839+8.7% |
| Participant deferral / active EE | $4,717 | $7,751-39.1% | $7,353-35.8% | $6,342-25.6% |
| Admin fee / account holder | $2,499 | $12,559-80.1% | $10,802-76.9% | $12,315-79.7% |