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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 | $118,872 | $154,228-22.9% | $145,433-18.3% | $137,256-13.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.75% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,710 | $4,804-64.4% | $4,554-62.4% | $4,156-58.8% |
| Participant deferral / active EE | $7,831 | $8,216-4.7% | $7,897-0.8% | $6,407+22.2% |
| Admin fee / account holder | $3,483 | $14,344-75.7% | $13,129-73.5% | $12,270-71.6% |