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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 | $123,137 | $209,336-41.2% | $197,124-37.5% | $137,256-10.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.27% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,159 | $6,591-67.2% | $6,227-65.3% | $4,156-48.0% |
| Participant deferral / active EE | $8,027 | $9,614-16.5% | $9,135-12.1% | $6,407+25.3% |
| Admin fee / account holder | $12,196 | $17,308-29.5% | $16,298-25.2% | $12,270-0.6% |