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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 | $119,319 | $156,398-23.7% | $147,318-19.0% | $138,895-14.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.78% | 78.75%-65.0pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,478 | $4,853-48.9% | $4,593-46.1% | $4,194-40.9% |
| Participant deferral / active EE | $9,833 | $8,237+19.4% | $7,906+24.4% | $6,396+53.7% |
| Admin fee / account holder | $57,357 | $14,976+283.0% | $13,708+318.4% | $12,562+356.6% |