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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 | $112,180 | $162,136-30.8% | $152,301-26.3% | $154,746-27.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.54% | 91.02%-68.5pp | 80.50%-58.0pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,005 | $4,890-79.5% | $4,624-78.3% | $4,379-77.1% |
| Participant deferral / active EE | $12,613 | $8,341+51.2% | $8,004+57.6% | $6,730+87.4% |
| Admin fee / account holder | $5,781 | $15,759-63.3% | $14,398-59.8% | $14,365-59.8% |