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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 | $130,241 | $165,399-21.3% | $149,745-13.0% | $158,982-18.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.09% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $6,283 | $5,105+23.1% | $4,646+35.2% | $4,763+31.9% |
| Participant deferral / active EE | $9,750 | $7,183+35.7% | $6,843+42.5% | $5,983+62.9% |
| Admin fee / account holder | $1,312 | $10,811-87.9% | $9,312-85.9% | $11,252-88.3% |