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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 | $121,619 | $152,592-20.3% | $125,180-2.8% | $152,885-20.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.42% | 54.84%-35.4pp | 43.79%-24.4pp | 345.39%-326.0pp |
| Employer contribution / active EE | $3,596 | $4,947-27.3% | $3,866-7.0% | $4,763-24.5% |
| Participant deferral / active EE | $6,868 | $5,868+17.0% | $4,937+39.1% | $5,851+17.4% |
| Admin fee / account holder | $1,130 | $13,435-91.6% | $9,703-88.4% | $11,598-90.3% |