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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 | $124,404 | $106,749+16.5% | $145,433-14.5% | $82,448+50.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.64% | 27.59%-10.0pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,625 | $6,519+17.0% | $7,897-3.4% | $4,139+84.2% |
| Admin fee / account holder | $5,001 | $8,390-40.4% | $13,129-61.9% | $7,234-30.9% |