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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 | $136,200 | $172,111-20.9% | $150,298-9.4% | $137,256-0.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.22% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,324 | $4,636+58.0% | $4,154+76.3% | $4,156+76.2% |
| Participant deferral / active EE | $3,633 | $6,166-41.1% | $5,453-33.4% | $6,407-43.3% |
| Admin fee / account holder | $1,355 | $16,471-91.8% | $14,116-90.4% | $12,270-89.0% |