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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 | $109,140 | $199,109-45.2% | $173,730-37.2% | $154,746-29.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.80% | 20.02%-0.2pp | 19.96%-0.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $9,897 | $5,311+86.3% | $4,577+116.2% | $4,379+126.0% |
| Participant deferral / active EE | $13,898 | $7,113+95.4% | $6,326+119.7% | $6,730+106.5% |
| Admin fee / account holder | $1,286 | $20,916-93.9% | $17,523-92.7% | $14,365-91.1% |