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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 | $118,886 | $172,111-30.9% | $150,298-20.9% | $137,256-13.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.89% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,502 | $4,636-24.5% | $4,154-15.7% | $4,156-15.7% |
| Participant deferral / active EE | $8,273 | $6,166+34.2% | $5,453+51.7% | $6,407+29.1% |
| Admin fee / account holder | $1,789 | $16,471-89.1% | $14,116-87.3% | $12,270-85.4% |