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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 | $115,825 | $178,174-35.0% | $156,181-25.8% | $137,256-15.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.68% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,491 | $4,972-49.9% | $4,294-42.0% | $4,156-40.1% |
| Participant deferral / active EE | $4,140 | $6,888-39.9% | $6,132-32.5% | $6,407-35.4% |
| Admin fee / account holder | $114,850 | $17,404+559.9% | $14,586+687.4% | $12,270+836.0% |