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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 | $135,423 | $172,111-21.3% | $150,298-9.9% | $137,256-1.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.06% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,741 | $4,636-62.4% | $4,154-58.1% | $4,156-58.1% |
| Participant deferral / active EE | $9,598 | $6,166+55.7% | $5,453+76.0% | $6,407+49.8% |
| Admin fee / account holder | $535 | $16,471-96.8% | $14,116-96.2% | $12,270-95.6% |