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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 | $101,165 | $154,228-34.4% | $145,433-30.4% | $137,256-26.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.84% | 74.59%-55.8pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,341 | $4,804-9.6% | $4,554-4.7% | $4,156+4.5% |
| Participant deferral / active EE | $12,184 | $8,216+48.3% | $7,897+54.3% | $6,407+90.2% |
| Admin fee / account holder | $2,709 | $14,344-81.1% | $13,129-79.4% | $12,270-77.9% |