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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 | $138,890 | $165,399-16.0% | $149,745-7.2% | $158,982-12.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.43% | 348.34%-336.9pp | 276.72%-265.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $3,238 | $5,105-36.6% | $4,646-30.3% | $4,763-32.0% |
| Participant deferral / active EE | $13,738 | $7,183+91.3% | $6,843+100.8% | $5,983+129.6% |
| Admin fee / account holder | $1,104 | $10,811-89.8% | $9,312-88.1% | $11,252-90.2% |