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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 | $131,231 | $129,737+1.2% | $119,126+10.2% | $154,746-15.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.02% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,209 | $4,375-3.8% | $4,034+4.4% | $4,379-3.9% |
| Participant deferral / active EE | $8,543 | $5,842+46.2% | $5,318+60.6% | $6,730+26.9% |
| Admin fee / account holder | $1,362 | $11,961-88.6% | $10,693-87.3% | $14,365-90.5% |