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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 | $116,741 | $165,399-29.4% | $149,745-22.0% | $158,982-26.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.17% | 348.34%-323.2pp | 276.72%-251.6pp | 302.99%-277.8pp |
| Employer contribution / active EE | $2,582 | $5,105-49.4% | $4,646-44.4% | $4,763-45.8% |
| Participant deferral / active EE | $9,171 | $7,183+27.7% | $6,843+34.0% | $5,983+53.3% |
| Admin fee / account holder | $4,118 | $10,811-61.9% | $9,312-55.8% | $11,252-63.4% |