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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 | $127,938 | $209,336-38.9% | $197,124-35.1% | $137,256-6.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.05% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,571 | $6,591-76.2% | $6,227-74.8% | $4,156-62.2% |
| Participant deferral / active EE | $5,308 | $9,614-44.8% | $9,135-41.9% | $6,407-17.2% |
| Admin fee / account holder | $6,738 | $17,308-61.1% | $16,298-58.7% | $12,270-45.1% |