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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 | $169,154 | $223,823-24.4% | $211,142-19.9% | $154,746+9.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.64% | 50.39%-35.8pp | 46.84%-32.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,580 | $6,787-47.2% | $6,442-44.4% | $4,379-18.2% |
| Participant deferral / active EE | $7,980 | $9,750-18.2% | $9,284-14.0% | $6,730+18.6% |
| Admin fee / account holder | $3,258 | $19,707-83.5% | $19,076-82.9% | $14,365-77.3% |