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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 | $113,360 | $154,228-26.5% | $145,433-22.1% | $137,256-17.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.72% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,902 | $4,804-60.4% | $4,554-58.2% | $4,156-54.2% |
| Participant deferral / active EE | $8,027 | $8,216-2.3% | $7,897+1.6% | $6,407+25.3% |
| Admin fee / account holder | $724 | $14,344-95.0% | $13,129-94.5% | $12,270-94.1% |