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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 | $116,990 | $168,635-30.6% | $147,617-20.7% | $125,389-6.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.93% | 77.65%-76.7pp | 61.98%-61.0pp | 282.24%-281.3pp |
| Employer contribution / active EE | $4,638 | $6,252-25.8% | $5,564-16.6% | $4,866-4.7% |
| Participant deferral / active EE | $7,485 | $5,507+35.9% | $4,895+52.9% | $5,352+39.9% |
| Admin fee / account holder | $10,157 | $13,580-25.2% | $11,612-12.5% | $9,541+6.5% |