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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 | $117,421 | $156,398-24.9% | $147,318-20.3% | $138,895-15.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.94% | 78.75%-52.8pp | 70.43%-44.5pp | 145.39%-119.5pp |
| Employer contribution / active EE | $3,766 | $4,853-22.4% | $4,593-18.0% | $4,194-10.2% |
| Participant deferral / active EE | $10,810 | $8,237+31.2% | $7,906+36.7% | $6,396+69.0% |
| Admin fee / account holder | $1,386 | $14,976-90.7% | $13,708-89.9% | $12,562-89.0% |