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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 | $122,765 | $178,174-31.1% | $156,181-21.4% | $137,256-10.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.87% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $9,270 | $4,972+86.5% | $4,294+115.9% | $4,156+123.1% |
| Participant deferral / active EE | $9,390 | $6,888+36.3% | $6,132+53.1% | $6,407+46.6% |
| Admin fee / account holder | $26,823 | $17,404+54.1% | $14,586+83.9% | $12,270+118.6% |