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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 | $165,704 | $157,304+5.3% | $141,197+17.4% | $152,909+8.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.13% | 64.34%-47.2pp | 71.41%-54.3pp | 345.46%-328.3pp |
| Employer contribution / active EE | $3,568 | $5,263-32.2% | $4,736-24.7% | $4,764-25.1% |
| Participant deferral / active EE | $6,071 | $7,111-14.6% | $6,710-9.5% | $5,851+3.8% |
| Admin fee / account holder | $2,278 | $12,126-81.2% | $10,265-77.8% | $11,601-80.4% |