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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 | $139,827 | $166,268-15.9% | $165,100-15.3% | $145,897-4.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.94% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.3pp |
| Employer contribution / active EE | $5,451 | $5,284+3.2% | $4,348+25.4% | $4,663+16.9% |
| Participant deferral / active EE | $13,250 | $6,964+90.2% | $6,035+119.5% | $6,689+98.1% |
| Admin fee / account holder | $514 | $16,659-96.9% | $12,696-96.0% | $13,390-96.2% |