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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 | $89,133 | $172,111-48.2% | $150,298-40.7% | $137,256-35.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.93% | 69.37%-55.4pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,238 | $4,636-8.6% | $4,154+2.0% | $4,156+2.0% |
| Participant deferral / active EE | $8,251 | $6,166+33.8% | $5,453+51.3% | $6,407+28.8% |
| Admin fee / account holder | $3,719 | $16,471-77.4% | $14,116-73.7% | $12,270-69.7% |