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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 | $115,539 | $172,111-32.9% | $150,298-23.1% | $137,256-15.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.18% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,716 | $4,636-41.4% | $4,154-34.6% | $4,156-34.7% |
| Participant deferral / active EE | $4,260 | $6,166-30.9% | $5,453-21.9% | $6,407-33.5% |
| Admin fee / account holder | $20,548 | $16,471+24.8% | $14,116+45.6% | $12,270+67.5% |