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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 | $101,004 | $181,062-44.2% | $158,223-36.2% | $155,188-34.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.77% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.1pp |
| Employer contribution / active EE | $2,232 | $4,565-51.1% | $4,109-45.7% | $4,248-47.4% |
| Participant deferral / active EE | $5,122 | $6,134-16.5% | $5,467-6.3% | $6,531-21.6% |
| Admin fee / account holder | $5,813 | $18,825-69.1% | $16,047-63.8% | $14,480-59.9% |