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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 | $138,070 | $185,312-25.5% | $161,489-14.5% | $154,746-10.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.69% | 103.84%-87.2pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,062 | $4,769-56.8% | $4,268-51.7% | $4,379-52.9% |
| Participant deferral / active EE | $8,396 | $6,350+32.2% | $5,630+49.1% | $6,730+24.7% |
| Admin fee / account holder | $891 | $18,654-95.2% | $16,006-94.4% | $14,365-93.8% |