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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 | $119,228 | $109,967+8.4% | $97,197+22.7% | $145,877-18.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.93% | 244.27%-221.3pp | 75.47%-52.5pp | 551.28%-528.4pp |
| Employer contribution / active EE | $2,275 | $3,077-26.1% | $2,723-16.5% | $4,663-51.2% |
| Participant deferral / active EE | $8,610 | $4,676+84.1% | $4,263+102.0% | $6,691+28.7% |
| Admin fee / account holder | $1,032 | $6,199-83.4% | $5,637-81.7% | $13,402-92.3% |