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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 | $119,261 | $124,425-4.2% | $112,040+6.4% | $137,256-13.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.71% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,246 | $3,411+24.5% | $2,954+43.7% | $4,156+2.2% |
| Participant deferral / active EE | $12,920 | $5,718+125.9% | $5,098+153.4% | $6,407+101.7% |
| Admin fee / account holder | $816 | $15,207-94.6% | $12,098-93.3% | $12,270-93.4% |