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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 | $76,371 | $154,228-50.5% | $145,433-47.5% | $137,256-44.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.21% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,401 | $4,804-29.2% | $4,554-25.3% | $4,156-18.2% |
| Participant deferral / active EE | $3,926 | $8,216-52.2% | $7,897-50.3% | $6,407-38.7% |
| Admin fee / account holder | $12,445 | $14,344-13.2% | $13,129-5.2% | $12,270+1.4% |