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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 | $140,079 | $183,516-23.7% | $155,534-9.9% | $145,884-4.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $6,920 | $5,315+30.2% | $4,675+48.0% | $4,662+48.4% |
| Participant deferral / active EE | $6,198 | $6,467-4.2% | $5,630+10.1% | $6,690-7.4% |
| Admin fee / account holder | $4,942 | $19,293-74.4% | $15,900-68.9% | $13,392-63.1% |