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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 | $135,215 | $223,823-39.6% | $211,142-36.0% | $154,746-12.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.47% | 50.39%-37.9pp | 46.84%-34.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,817 | $6,787-58.5% | $6,442-56.3% | $4,379-35.7% |
| Participant deferral / active EE | $12,330 | $9,750+26.5% | $9,284+32.8% | $6,730+83.2% |
| Admin fee / account holder | $1,022 | $19,707-94.8% | $19,076-94.6% | $14,365-92.9% |