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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 | $143,239 | $183,516-21.9% | $155,534-7.9% | $145,884-1.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.53% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,247 | $5,315-38.9% | $4,675-30.6% | $4,662-30.4% |
| Participant deferral / active EE | $12,747 | $6,467+97.1% | $5,630+126.4% | $6,690+90.6% |
| Admin fee / account holder | $1,642 | $19,293-91.5% | $15,900-89.7% | $13,392-87.7% |