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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 | $133,419 | $185,141-27.9% | $153,416-13.0% | $155,188-14.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.10% | 18.72%-6.6pp | 17.84%-5.7pp | 148.84%-136.7pp |
| Employer contribution / active EE | $19,819 | $4,489+341.5% | $3,764+426.5% | $4,248+366.6% |
| Participant deferral / active EE | $20,667 | $5,477+277.3% | $4,723+337.5% | $6,531+216.4% |
| Admin fee / account holder | $605 | $16,005-96.2% | $13,095-95.4% | $14,480-95.8% |