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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 | $135,701 | $166,242-18.4% | $165,071-17.8% | $145,884-7.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.77% | 100.44%-72.7pp | 70.17%-42.4pp | 551.85%-524.1pp |
| Employer contribution / active EE | $6,067 | $5,283+14.8% | $4,347+39.5% | $4,662+30.1% |
| Participant deferral / active EE | $16,537 | $6,964+137.5% | $6,035+174.0% | $6,690+147.2% |
| Admin fee / account holder | $1,924 | $16,658-88.5% | $12,695-84.8% | $13,392-85.6% |