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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 | $115,441 | $154,228-25.1% | $145,433-20.6% | $137,256-15.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.93% | 74.59%-58.7pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $9,305 | $4,804+93.7% | $4,554+104.3% | $4,156+123.9% |
| Participant deferral / active EE | $8,907 | $8,216+8.4% | $7,897+12.8% | $6,407+39.0% |
| Admin fee / account holder | $662 | $14,344-95.4% | $13,129-95.0% | $12,270-94.6% |