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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 | $80,485 | $154,228-47.8% | $145,433-44.7% | $137,256-41.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.03% | 74.59%-56.6pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,722 | $4,804-22.5% | $4,554-18.3% | $4,156-10.4% |
| Participant deferral / active EE | $7,691 | $8,216-6.4% | $7,897-2.6% | $6,407+20.0% |
| Admin fee / account holder | $912 | $14,344-93.6% | $13,129-93.1% | $12,270-92.6% |