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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 | $99,864 | $178,174-44.0% | $156,181-36.1% | $137,256-27.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.99% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,456 | $6,888-49.8% | $6,132-43.6% | $6,407-46.1% |
| Admin fee / account holder | $2,473 | $17,404-85.8% | $14,586-83.0% | $12,270-79.8% |