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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 | $123,541 | $152,619-19.1% | $125,195-1.3% | $152,909-19.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 27.86% | 54.85%-27.0pp | 43.79%-15.9pp | 345.46%-317.6pp |
| Employer contribution / active EE | $9,917 | $4,947+100.4% | $3,866+156.5% | $4,764+108.2% |
| Participant deferral / active EE | $5,138 | $5,869-12.5% | $4,937+4.1% | $5,851-12.2% |
| Admin fee / account holder | $527 | $13,437-96.1% | $9,704-94.6% | $11,601-95.5% |