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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 | $111,833 | $201,344-44.5% | $184,243-39.3% | $145,877-23.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.51% | 29.01%-13.5pp | 28.82%-13.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,965 | $7,022-43.5% | $6,427-38.3% | $4,663-15.0% |
| Participant deferral / active EE | $14,220 | $9,807+45.0% | $9,132+55.7% | $6,691+112.5% |
| Admin fee / account holder | $1,886 | $16,382-88.5% | $13,914-86.4% | $13,402-85.9% |