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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 | $125,791 | $154,228-18.4% | $145,433-13.5% | $137,256-8.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.26% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,016 | $4,804-16.4% | $4,554-11.8% | $4,156-3.4% |
| Participant deferral / active EE | $11,336 | $8,216+38.0% | $7,897+43.5% | $6,407+76.9% |
| Admin fee / account holder | $4,980 | $14,344-65.3% | $13,129-62.1% | $12,270-59.4% |