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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 | $132,867 | $134,817-1.4% | $123,973+7.2% | $155,188-14.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.57% | 515.49%-502.9pp | 388.13%-375.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,134 | $5,706+60.1% | $5,247+74.1% | $6,531+39.9% |
| Admin fee / account holder | $8,808 | $13,245-33.5% | $11,799-25.3% | $14,480-39.2% |