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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 | $136,089 | $154,209-11.7% | $130,062+4.6% | $139,487-2.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.44% | 32.52%-16.1pp | -137.37%+153.8pp | 373.84%-357.4pp |
| Employer contribution / active EE | $2,450 | $5,292-53.7% | $4,322-43.3% | $4,755-48.5% |
| Participant deferral / active EE | $7,303 | $6,709+8.9% | $5,821+25.5% | $6,713+8.8% |
| Admin fee / account holder | $330 | $13,988-97.6% | $10,601-96.9% | $11,407-97.1% |