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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 | $110,047 | $201,344-45.3% | $184,243-40.3% | $145,877-24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.83% | 29.01%-18.2pp | 28.82%-18.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $4,110 | $7,022-41.5% | $6,427-36.0% | $4,663-11.9% |
| Participant deferral / active EE | $7,880 | $9,807-19.6% | $9,132-13.7% | $6,691+17.8% |
| Admin fee / account holder | $984 | $16,382-94.0% | $13,914-92.9% | $13,402-92.7% |