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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 | $114,070 | $124,425-8.3% | $112,040+1.8% | $137,256-16.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.98% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,741 | $3,411-19.7% | $2,954-7.2% | $4,156-34.1% |
| Participant deferral / active EE | $8,658 | $5,718+51.4% | $5,098+69.8% | $6,407+35.1% |
| Admin fee / account holder | $1,055 | $15,207-93.1% | $12,098-91.3% | $12,270-91.4% |