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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 | $77,609 | $197,625-60.7% | $177,840-56.4% | $158,966-51.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.88% | 58.76%-45.9pp | 48.32%-35.4pp | 302.95%-290.1pp |
| Employer contribution / active EE | $3,379 | $6,698-49.6% | $5,919-42.9% | $4,762-29.1% |
| Participant deferral / active EE | $8,466 | $8,405+0.7% | $7,714+9.8% | $5,983+41.5% |
| Admin fee / account holder | $3,634 | $15,405-76.4% | $12,431-70.8% | $11,250-67.7% |