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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 | $131,153 | $183,627-28.6% | $155,602-15.7% | $145,978-10.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 61.32%-48.4pp | 64.81%-51.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $6,765 | $5,316+27.3% | $4,675+44.7% | $4,662+45.1% |
| Participant deferral / active EE | $6,204 | $6,466-4.1% | $5,629+10.2% | $6,690-7.3% |
| Admin fee / account holder | $3,580 | $19,327-81.5% | $15,923-77.5% | $13,400-73.3% |