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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 | $106,158 | $182,442-41.8% | $163,379-35.0% | $138,895-23.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 10.72% | 72.74%-62.0pp | 63.41%-52.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $15,171 | $4,159+264.7% | $3,752+304.3% | $4,194+261.7% |
| Participant deferral / active EE | $8,121 | $6,817+19.1% | $6,282+29.3% | $6,396+27.0% |
| Admin fee / account holder | $195,453 | $10,396+1780.2% | $9,818+1890.8% | $12,562+1455.9% |