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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 | $110,737 | $165,381-33.0% | $149,730-26.0% | $158,966-30.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.40% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.5pp |
| Employer contribution / active EE | $3,163 | $5,104-38.0% | $4,645-31.9% | $4,762-33.6% |
| Participant deferral / active EE | $10,190 | $7,182+41.9% | $6,843+48.9% | $5,983+70.3% |
| Admin fee / account holder | $1,348 | $10,809-87.5% | $9,310-85.5% | $11,250-88.0% |