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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 | $120,267 | $212,386-43.4% | $199,883-39.8% | $138,895-13.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.21% | 47.75%-26.5pp | 43.81%-22.6pp | 145.39%-124.2pp |
| Employer contribution / active EE | $4,096 | $6,625-38.2% | $6,261-34.6% | $4,194-2.4% |
| Participant deferral / active EE | $18,136 | $9,617+88.6% | $9,138+98.5% | $6,396+183.5% |
| Admin fee / account holder | $6,043 | $18,233-66.9% | $17,268-65.0% | $12,562-51.9% |