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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 | $87,995 | $178,174-50.6% | $156,181-43.7% | $137,256-35.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.56% | 84.19%-68.6pp | 64.87%-49.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,707 | $4,972-5.3% | $4,294+9.6% | $4,156+13.3% |
| Participant deferral / active EE | $7,939 | $6,888+15.3% | $6,132+29.5% | $6,407+23.9% |
| Admin fee / account holder | $7,095 | $17,404-59.2% | $14,586-51.4% | $12,270-42.2% |