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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 | $98,750 | $156,398-36.9% | $147,318-33.0% | $138,895-28.9% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 17.64% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $4,445 | $4,853-8.4% | $4,593-3.2% | $4,194+6.0% |
| Participant deferral / active EE | $11,048 | $8,237+34.1% | $7,906+39.7% | $6,396+72.7% |
| Admin fee / account holder | $1,273 | $14,976-91.5% | $13,708-90.7% | $12,562-89.9% |