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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 | $95,082 | $154,228-38.3% | $145,433-34.6% | $137,256-30.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.55% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $7,644 | $4,804+59.1% | $4,554+67.8% | $4,156+83.9% |
| Participant deferral / active EE | $12,119 | $8,216+47.5% | $7,897+53.5% | $6,407+89.2% |
| Admin fee / account holder | $814 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |