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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 | $142,483 | $165,399-13.9% | $149,745-4.9% | $158,982-10.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.46% | 348.34%-322.9pp | 276.72%-251.3pp | 302.99%-277.5pp |
| Employer contribution / active EE | $1,903 | $5,105-62.7% | $4,646-59.0% | $4,763-60.0% |
| Participant deferral / active EE | $14,196 | $7,183+97.6% | $6,843+107.5% | $5,983+137.3% |
| Admin fee / account holder | $369 | $10,811-96.6% | $9,312-96.0% | $11,252-96.7% |