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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 | $119,055 | $183,516-35.1% | $155,534-23.5% | $145,884-18.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $5,369 | $5,315+1.0% | $4,675+14.8% | $4,662+15.2% |
| Participant deferral / active EE | $5,282 | $6,467-18.3% | $5,630-6.2% | $6,690-21.0% |
| Admin fee / account holder | $2,939 | $19,293-84.8% | $15,900-81.5% | $13,392-78.1% |