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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 | $138,421 | $152,619-9.3% | $125,195+10.6% | $152,909-9.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.05% | 54.85%-31.8pp | 43.79%-20.7pp | 345.46%-322.4pp |
| Employer contribution / active EE | $4,319 | $4,947-12.7% | $3,866+11.7% | $4,764-9.3% |
| Participant deferral / active EE | $5,678 | $5,869-3.3% | $4,937+15.0% | $5,851-3.0% |
| Admin fee / account holder | $15,875 | $13,437+18.1% | $9,704+63.6% | $11,601+36.8% |