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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 | $90,971 | $155,555-41.5% | $146,866-38.1% | $155,188-41.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.54% | 115.41%-102.9pp | 102.85%-90.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $3,901 | $4,647-16.0% | $4,425-11.8% | $4,248-8.2% |
| Participant deferral / active EE | $11,583 | $8,044+44.0% | $7,759+49.3% | $6,531+77.4% |
| Admin fee / account holder | $1,361 | $14,755-90.8% | $13,620-90.0% | $14,480-90.6% |