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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 | $107,939 | $223,823-51.8% | $211,142-48.9% | $154,746-30.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.27% | 50.39%-36.1pp | 46.84%-32.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,520 | $6,787-77.6% | $6,442-76.4% | $4,379-65.3% |
| Participant deferral / active EE | $18,333 | $9,750+88.0% | $9,284+97.5% | $6,730+172.4% |
| Admin fee / account holder | $11,756 | $19,707-40.3% | $19,076-38.4% | $14,365-18.2% |