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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 | $109,889 | $148,582-26.0% | $135,942-19.2% | $139,456-21.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.28% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $6,679 | $5,245+27.4% | $4,858+37.5% | $4,753+40.5% |
| Participant deferral / active EE | $18,814 | $8,101+132.2% | $7,759+142.5% | $6,711+180.3% |
| Admin fee / account holder | $6,736 | $12,402-45.7% | $10,764-37.4% | $11,407-40.9% |