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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 | $95,865 | $156,398-38.7% | $147,318-34.9% | $138,895-31.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.91% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,499 | $4,853-27.9% | $4,593-23.8% | $4,194-16.6% |
| Participant deferral / active EE | $16,940 | $8,237+105.6% | $7,906+114.3% | $6,396+164.8% |
| Admin fee / account holder | $33,301 | $14,976+122.4% | $13,708+142.9% | $12,562+165.1% |