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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 | $87,158 | $129,737-32.8% | $119,126-26.8% | $154,746-43.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.77% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $5,107 | $4,375+16.7% | $4,034+26.6% | $4,379+16.6% |
| Participant deferral / active EE | $14,759 | $5,842+152.6% | $5,318+177.5% | $6,730+119.3% |
| Admin fee / account holder | $897 | $11,961-92.5% | $10,693-91.6% | $14,365-93.8% |