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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 | $81,248 | $154,228-47.3% | $145,433-44.1% | $137,256-40.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.56% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,252 | $4,804-53.1% | $4,554-50.6% | $4,156-45.8% |
| Participant deferral / active EE | $10,171 | $8,216+23.8% | $7,897+28.8% | $6,407+58.8% |
| Admin fee / account holder | $2,025 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |