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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 | $105,542 | $124,425-15.2% | $112,040-5.8% | $137,256-23.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.68% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,738 | $3,411-19.7% | $2,954-7.3% | $4,156-34.1% |
| Participant deferral / active EE | $3,968 | $5,718-30.6% | $5,098-22.2% | $6,407-38.1% |
| Admin fee / account holder | $4,776 | $15,207-68.6% | $12,098-60.5% | $12,270-61.1% |