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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 | $120,692 | $227,399-46.9% | $189,758-36.4% | $198,609-39.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.69% | 61.03%-43.3pp | 52.62%-34.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $5,556 | $5,526+0.5% | $4,767+16.6% | $5,055+9.9% |
| Participant deferral / active EE | $6,881 | $6,837+0.7% | $5,856+17.5% | $6,977-1.4% |
| Admin fee / account holder | $1,424 | $25,162-94.3% | $20,388-93.0% | $19,030-92.5% |