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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 | $141,317 | $172,111-17.9% | $150,298-6.0% | $137,256+3.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.81% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,198 | $4,636+12.1% | $4,154+25.1% | $4,156+25.1% |
| Participant deferral / active EE | $4,733 | $6,166-23.2% | $5,453-13.2% | $6,407-26.1% |
| Admin fee / account holder | $25,368 | $16,471+54.0% | $14,116+79.7% | $12,270+106.7% |