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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 | $79,329 | $107,733-26.4% | $92,985-14.7% | $154,746-48.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.30% | 30.39%-13.1pp | 27.99%-10.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $13,088 | $3,126+318.6% | $2,662+391.6% | $4,379+198.9% |
| Participant deferral / active EE | $12,612 | $5,053+149.6% | $4,377+188.2% | $6,730+87.4% |
| Admin fee / account holder | $939 | $11,369-91.7% | $9,463-90.1% | $14,365-93.5% |