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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 | $85,866 | $178,174-51.8% | $156,181-45.0% | $137,256-37.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.00% | 84.19%-73.2pp | 64.87%-53.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,314 | $4,972-53.4% | $4,294-46.1% | $4,156-44.3% |
| Participant deferral / active EE | $5,371 | $6,888-22.0% | $6,132-12.4% | $6,407-16.2% |
| Admin fee / account holder | $22,817 | $17,404+31.1% | $14,586+56.4% | $12,270+86.0% |