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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 | $105,433 | $162,136-35.0% | $152,301-30.8% | $154,746-31.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.16% | 91.02%-71.9pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $5,793 | $4,890+18.5% | $4,624+25.3% | $4,379+32.3% |
| Participant deferral / active EE | $8,275 | $8,341-0.8% | $8,004+3.4% | $6,730+22.9% |
| Admin fee / account holder | $11,122 | $15,759-29.4% | $14,398-22.8% | $14,365-22.6% |