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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 | $99,010 | $148,582-33.4% | $135,942-27.2% | $139,456-29.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.12% | 79.26%-62.1pp | 68.28%-51.2pp | 373.45%-356.3pp |
| Employer contribution / active EE | $4,304 | $5,245-17.9% | $4,858-11.4% | $4,753-9.4% |
| Participant deferral / active EE | $13,008 | $8,101+60.6% | $7,759+67.6% | $6,711+93.8% |
| Admin fee / account holder | $17,362 | $12,402+40.0% | $10,764+61.3% | $11,407+52.2% |