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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 | $116,268 | $223,823-48.1% | $211,142-44.9% | $154,746-24.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.54% | 50.39%-32.9pp | 46.84%-29.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,607 | $6,787-46.9% | $6,442-44.0% | $4,379-17.6% |
| Participant deferral / active EE | $9,410 | $9,750-3.5% | $9,284+1.4% | $6,730+39.8% |
| Admin fee / account holder | $3,430 | $19,707-82.6% | $19,076-82.0% | $14,365-76.1% |