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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 | $102,127 | $155,555-34.3% | $146,866-30.5% | $155,188-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.70% | 115.41%-96.7pp | 102.85%-84.2pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,410 | $4,647-26.6% | $4,425-22.9% | $4,248-19.7% |
| Participant deferral / active EE | $9,409 | $8,044+17.0% | $7,759+21.3% | $6,531+44.1% |
| Admin fee / account holder | $9,514 | $14,755-35.5% | $13,620-30.1% | $14,480-34.3% |