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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 | $128,535 | $154,228-16.7% | $145,433-11.6% | $137,256-6.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.84% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,363 | $4,804+32.5% | $4,554+39.7% | $4,156+53.1% |
| Participant deferral / active EE | $6,183 | $8,216-24.7% | $7,897-21.7% | $6,407-3.5% |
| Admin fee / account holder | $17,257 | $14,344+20.3% | $13,129+31.4% | $12,270+40.6% |