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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 | $103,066 | $154,228-33.2% | $145,433-29.1% | $137,256-24.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.45% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,516 | $4,804-47.6% | $4,554-44.8% | $4,156-39.5% |
| Participant deferral / active EE | $6,294 | $8,216-23.4% | $7,897-20.3% | $6,407-1.8% |
| Admin fee / account holder | $33,401 | $14,344+132.9% | $13,129+154.4% | $12,270+172.2% |