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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 | $169,860 | $223,823-24.1% | $211,142-19.6% | $154,746+9.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.59% | 50.39%-32.8pp | 46.84%-29.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $5,467 | $6,787-19.4% | $6,442-15.1% | $4,379+24.9% |
| Participant deferral / active EE | $10,842 | $9,750+11.2% | $9,284+16.8% | $6,730+61.1% |
| Admin fee / account holder | $9,540 | $19,707-51.6% | $19,076-50.0% | $14,365-33.6% |