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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 | $118,777 | $154,228-23.0% | $145,433-18.3% | $137,256-13.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.86% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,668 | $4,804-2.8% | $4,554+2.5% | $4,156+12.3% |
| Participant deferral / active EE | $9,797 | $8,216+19.2% | $7,897+24.1% | $6,407+52.9% |
| Admin fee / account holder | $1,443 | $14,344-89.9% | $13,129-89.0% | $12,270-88.2% |