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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 | $135,969 | $182,442-25.5% | $163,379-16.8% | $138,895-2.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 21.01% | 72.74%-51.7pp | 63.41%-42.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,999 | $4,159-51.9% | $3,752-46.7% | $4,194-52.3% |
| Participant deferral / active EE | $24,890 | $6,817+265.1% | $6,282+296.2% | $6,396+289.1% |
| Admin fee / account holder | $1,291 | $10,396-87.6% | $9,818-86.9% | $12,562-89.7% |