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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 | $116,868 | $156,398-25.3% | $147,318-20.7% | $138,895-15.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.90% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $5,310 | $4,853+9.4% | $4,593+15.6% | $4,194+26.6% |
| Participant deferral / active EE | $12,049 | $8,237+46.3% | $7,906+52.4% | $6,396+88.4% |
| Admin fee / account holder | $1,931 | $14,976-87.1% | $13,708-85.9% | $12,562-84.6% |