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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 | $113,528 | $106,280+6.8% | $96,538+17.6% | $139,487-18.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.78% | 38.48%-15.7pp | 35.74%-13.0pp | 373.84%-351.1pp |
| Employer contribution / active EE | $9,896 | $4,107+140.9% | $3,740+164.6% | $4,755+108.1% |
| Participant deferral / active EE | $8,007 | $5,457+46.7% | $4,880+64.1% | $6,713+19.3% |
| Admin fee / account holder | $5,612 | $7,888-28.9% | $6,737-16.7% | $11,407-50.8% |