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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 | $123,573 | $154,228-19.9% | $145,433-15.0% | $137,256-10.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.54% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $6,125 | $4,804+27.5% | $4,554+34.5% | $4,156+47.4% |
| Participant deferral / active EE | $6,125 | $8,216-25.5% | $7,897-22.4% | $6,407-4.4% |
| Admin fee / account holder | $2,507 | $14,344-82.5% | $13,129-80.9% | $12,270-79.6% |