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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 | $134,565 | $165,381-18.6% | $149,730-10.1% | $158,966-15.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.48% | 348.29%-338.8pp | 276.70%-267.2pp | 302.95%-293.5pp |
| Employer contribution / active EE | $3,047 | $5,104-40.3% | $4,645-34.4% | $4,762-36.0% |
| Participant deferral / active EE | $5,214 | $7,182-27.4% | $6,843-23.8% | $5,983-12.9% |
| Admin fee / account holder | $45,220 | $10,809+318.3% | $9,310+385.7% | $11,250+302.0% |