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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 | $121,053 | $209,336-42.2% | $197,124-38.6% | $137,256-11.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.56% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,797 | $6,591-42.4% | $6,227-39.0% | $4,156-8.6% |
| Participant deferral / active EE | $9,058 | $9,614-5.8% | $9,135-0.8% | $6,407+41.4% |
| Admin fee / account holder | $3,135 | $17,308-81.9% | $16,298-80.8% | $12,270-74.4% |