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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 | $124,587 | $111,814+11.4% | $103,374+20.5% | $145,959-14.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 24.77%-10.9pp | 24.89%-11.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $8,591 | $4,214+103.9% | $3,869+122.0% | $4,661+84.3% |
| Participant deferral / active EE | $7,845 | $5,618+39.6% | $5,058+55.1% | $6,689+17.3% |
| Admin fee / account holder | $1,659 | $9,754-83.0% | $8,394-80.2% | $13,398-87.6% |