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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 | $121,584 | $209,336-41.9% | $197,124-38.3% | $137,256-11.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.20% | 48.09%-28.9pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $5,370 | $6,591-18.5% | $6,227-13.8% | $4,156+29.2% |
| Participant deferral / active EE | $11,827 | $9,614+23.0% | $9,135+29.5% | $6,407+84.6% |
| Admin fee / account holder | $2,578 | $17,308-85.1% | $16,298-84.2% | $12,270-79.0% |