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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 | $114,639 | $110,337+3.9% | $102,383+12.0% | $145,877-21.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $4,299 | $4,216+2.0% | $3,870+11.1% | $4,663-7.8% |
| Participant deferral / active EE | $12,167 | $5,621+116.5% | $5,060+140.5% | $6,691+81.8% |
| Admin fee / account holder | $1,088 | $9,750-88.8% | $8,391-87.0% | $13,402-91.9% |