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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 | $84,980 | $154,228-44.9% | $145,433-41.6% | $137,256-38.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.12% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,088 | $4,804-35.7% | $4,554-32.2% | $4,156-25.7% |
| Participant deferral / active EE | $8,766 | $8,216+6.7% | $7,897+11.0% | $6,407+36.8% |
| Admin fee / account holder | $667 | $14,344-95.3% | $13,129-94.9% | $12,270-94.6% |