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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 | $136,092 | $165,399-17.7% | $149,745-9.1% | $158,982-14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.48% | 348.34%-329.9pp | 276.72%-258.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $8,178 | $5,105+60.2% | $4,646+76.0% | $4,763+71.7% |
| Participant deferral / active EE | $7,780 | $7,183+8.3% | $6,843+13.7% | $5,983+30.0% |
| Admin fee / account holder | $854 | $10,811-92.1% | $9,312-90.8% | $11,252-92.4% |