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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 | $63,823 | $154,228-58.6% | $145,433-56.1% | $137,256-53.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.06% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $6,000 | $4,804+24.9% | $4,554+31.7% | $4,156+44.4% |
| Participant deferral / active EE | $12,044 | $8,216+46.6% | $7,897+52.5% | $6,407+88.0% |
| Admin fee / account holder | $3,619 | $14,344-74.8% | $13,129-72.4% | $12,270-70.5% |