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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 | $113,404 | $157,304-27.9% | $141,197-19.7% | $152,909-25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.26% | 64.34%-42.1pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $2,675 | $5,263-49.2% | $4,736-43.5% | $4,764-43.8% |
| Participant deferral / active EE | $8,703 | $7,111+22.4% | $6,710+29.7% | $5,851+48.7% |
| Admin fee / account holder | $1,036 | $12,126-91.5% | $10,265-89.9% | $11,601-91.1% |