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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 | $115,410 | $154,228-25.2% | $145,433-20.6% | $137,256-15.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.24% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,169 | $4,804-34.0% | $4,554-30.4% | $4,156-23.7% |
| Participant deferral / active EE | $8,617 | $8,216+4.9% | $7,897+9.1% | $6,407+34.5% |
| Admin fee / account holder | $10,504 | $14,344-26.8% | $13,129-20.0% | $12,270-14.4% |