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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 | $184,545 | $212,386-13.1% | $199,883-7.7% | $138,895+32.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.19% | 47.75%-34.6pp | 43.81%-30.6pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,412 | $6,625-63.6% | $6,261-61.5% | $4,194-42.5% |
| Participant deferral / active EE | $9,648 | $9,617+0.3% | $9,138+5.6% | $6,396+50.8% |
| Admin fee / account holder | $4,685 | $18,233-74.3% | $17,268-72.9% | $12,562-62.7% |