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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 | $124,697 | $161,352-22.7% | $134,172-7.1% | $137,256-9.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.69% | 28.72%-13.0pp | 25.30%-9.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,967 | $4,099-52.0% | $3,420-42.5% | $4,156-52.7% |
| Participant deferral / active EE | $3,293 | $5,552-40.7% | $4,690-29.8% | $6,407-48.6% |
| Admin fee / account holder | $840 | $15,028-94.4% | $12,016-93.0% | $12,270-93.2% |