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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 | $111,024 | $156,398-29.0% | $147,318-24.6% | $138,895-20.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.00% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,471 | $4,853-49.1% | $4,593-46.2% | $4,194-41.1% |
| Participant deferral / active EE | $11,807 | $8,237+43.3% | $7,906+49.3% | $6,396+84.6% |
| Admin fee / account holder | $4,384 | $14,976-70.7% | $13,708-68.0% | $12,562-65.1% |