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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 | $119,834 | $152,612-21.5% | $125,192-4.3% | $152,897-21.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.66% | 54.85%-34.2pp | 43.79%-23.1pp | 345.43%-324.8pp |
| Employer contribution / active EE | $3,149 | $4,947-36.3% | $3,866-18.5% | $4,764-33.9% |
| Participant deferral / active EE | $11,121 | $5,868+89.5% | $4,937+125.2% | $5,851+90.1% |
| Admin fee / account holder | $22,805 | $13,437+69.7% | $9,704+135.0% | $11,599+96.6% |