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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 | $114,349 | $127,298-10.2% | $109,916+4.0% | $167,553-31.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.70% | 22.97%-4.3pp | 29.46%-10.8pp | 478.89%-460.2pp |
| Employer contribution / active EE | $6,894 | $3,325+107.3% | $2,844+142.4% | $4,840+42.4% |
| Participant deferral / active EE | $3,487 | $4,513-22.7% | $4,047-13.8% | $6,343-45.0% |
| Admin fee / account holder | $2,245 | $7,119-68.5% | $6,069-63.0% | $12,316-81.8% |