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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 | $138,546 | $148,623-6.8% | $135,974+1.9% | $139,466-0.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.41% | 79.30%-65.9pp | 68.30%-54.9pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,867 | $5,246-45.4% | $4,859-41.0% | $4,754-39.7% |
| Participant deferral / active EE | $5,317 | $8,103-34.4% | $7,760-31.5% | $6,712-20.8% |
| Admin fee / account holder | $7,269 | $12,406-41.4% | $10,767-32.5% | $11,409-36.3% |