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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 | $127,586 | $166,089-23.2% | $164,928-22.6% | $145,978-12.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.96% | 100.26%-91.3pp | 70.08%-61.1pp | 550.52%-541.6pp |
| Employer contribution / active EE | $4,085 | $5,276-22.6% | $4,343-5.9% | $4,662-12.4% |
| Participant deferral / active EE | $8,266 | $6,961+18.7% | $6,034+37.0% | $6,690+23.6% |
| Admin fee / account holder | $8,273 | $16,641-50.3% | $12,684-34.8% | $13,400-38.3% |