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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 | $143,268 | $211,239-32.2% | $178,528-19.8% | $145,877-1.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.13% | 30.22%-20.1pp | 27.11%-17.0pp | 551.28%-541.2pp |
| Employer contribution / active EE | $3,099 | $4,570-32.2% | $3,950-21.6% | $4,663-33.5% |
| Participant deferral / active EE | $7,500 | $6,963+7.7% | $6,278+19.5% | $6,691+12.1% |
| Admin fee / account holder | $10,246 | $12,095-15.3% | $10,419-1.7% | $13,402-23.6% |