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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 | $104,312 | $154,228-32.4% | $145,433-28.3% | $137,256-24.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.57% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,663 | $4,804-23.8% | $4,554-19.6% | $4,156-11.9% |
| Participant deferral / active EE | $11,571 | $8,216+40.8% | $7,897+46.5% | $6,407+80.6% |
| Admin fee / account holder | $11,903 | $14,344-17.0% | $13,129-9.3% | $12,270-3.0% |