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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 | $111,799 | $115,225-3.0% | $100,712+11.0% | $138,895-19.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.24% | 40.35%-22.1pp | 33.27%-15.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,442 | $4,699-26.8% | $4,085-15.7% | $6,396-46.2% |
| Admin fee / account holder | $1,684 | $10,844-84.5% | $9,256-81.8% | $12,562-86.6% |