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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 | $121,782 | $115,225+5.7% | $100,712+20.9% | $138,895-12.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.83% | 40.35%-25.5pp | 33.27%-18.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,702 | $2,771-38.6% | $2,313-26.4% | $4,194-59.4% |
| Participant deferral / active EE | $3,238 | $4,699-31.1% | $4,085-20.8% | $6,396-49.4% |
| Admin fee / account holder | $699 | $10,844-93.6% | $9,256-92.4% | $12,562-94.4% |