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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 | $142,736 | $162,812-12.3% | $133,971+6.5% | $158,966-10.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.83% | 41.94%-31.1pp | 45.09%-34.3pp | 302.95%-292.1pp |
| Employer contribution / active EE | $8,812 | $4,976+77.1% | $3,919+124.9% | $4,762+85.0% |
| Participant deferral / active EE | $6,426 | $5,910+8.7% | $5,047+27.3% | $5,983+7.4% |
| Admin fee / account holder | $1,369 | $11,741-88.3% | $8,929-84.7% | $11,250-87.8% |