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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 | $132,420 | $185,312-28.5% | $161,489-18.0% | $154,746-14.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.65% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $8,060 | $4,769+69.0% | $4,268+88.8% | $4,379+84.1% |
| Participant deferral / active EE | $8,038 | $6,350+26.6% | $5,630+42.8% | $6,730+19.4% |
| Admin fee / account holder | $37,881 | $18,654+103.1% | $16,006+136.7% | $14,365+163.7% |