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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 | $125,856 | $183,516-31.4% | $155,534-19.1% | $145,884-13.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $5,792 | $5,315+9.0% | $4,675+23.9% | $4,662+24.2% |
| Participant deferral / active EE | $3,613 | $6,467-44.1% | $5,630-35.8% | $6,690-46.0% |
| Admin fee / account holder | $4,179 | $19,293-78.3% | $15,900-73.7% | $13,392-68.8% |