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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 | $149,835 | $183,592-18.4% | $155,574-3.7% | $145,877+2.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.06% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $3,251 | $5,317-38.9% | $4,676-30.5% | $4,663-30.3% |
| Participant deferral / active EE | $8,082 | $6,466+25.0% | $5,629+43.6% | $6,691+20.8% |
| Admin fee / account holder | $3,335 | $19,316-82.7% | $15,914-79.0% | $13,402-75.1% |