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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 | $112,677 | $148,582-24.2% | $135,942-17.1% | $139,456-19.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.24% | 79.26%-67.0pp | 68.28%-56.0pp | 373.45%-361.2pp |
| Employer contribution / active EE | $6,148 | $5,245+17.2% | $4,858+26.6% | $4,753+29.4% |
| Participant deferral / active EE | $8,954 | $8,101+10.5% | $7,759+15.4% | $6,711+33.4% |
| Admin fee / account holder | $6,534 | $12,402-47.3% | $10,764-39.3% | $11,407-42.7% |