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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 | $125,605 | $117,846+6.6% | $102,434+22.6% | $145,884-13.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 31.90%-21.8pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,189 | $3,615-39.4% | $3,023-27.6% | $4,662-53.1% |
| Participant deferral / active EE | $4,825 | $5,733-15.9% | $5,055-4.6% | $6,690-27.9% |
| Admin fee / account holder | $17,942 | $13,356+34.3% | $9,462+89.6% | $13,392+34.0% |