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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 | $125,487 | $185,312-32.3% | $161,489-22.3% | $154,746-18.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.03% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,354 | $4,769-50.6% | $4,268-44.8% | $4,379-46.2% |
| Participant deferral / active EE | $8,187 | $6,350+28.9% | $5,630+45.4% | $6,730+21.6% |
| Admin fee / account holder | $1,869 | $18,654-90.0% | $16,006-88.3% | $14,365-87.0% |