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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 | $114,612 | $184,014-37.7% | $161,149-28.9% | $138,895-17.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.06% | 21.52%-10.5pp | 21.16%-10.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $5,181 | $5,055+2.5% | $4,360+18.8% | $4,194+23.5% |
| Participant deferral / active EE | $4,867 | $6,909-29.6% | $6,153-20.9% | $6,396-23.9% |
| Admin fee / account holder | $82,525 | $18,027+357.8% | $15,194+443.1% | $12,562+556.9% |