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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 | $80,186 | $178,174-55.0% | $156,181-48.7% | $137,256-41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.24% | 84.19%-69.9pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $8,221 | $4,972+65.4% | $4,294+91.5% | $4,156+97.8% |
| Participant deferral / active EE | $6,100 | $6,888-11.4% | $6,132-0.5% | $6,407-4.8% |
| Admin fee / account holder | $4,584 | $17,404-73.7% | $14,586-68.6% | $12,270-62.6% |