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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 | $106,056 | $148,623-28.6% | $135,974-22.0% | $139,466-24.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.54% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,569 | $5,246-70.1% | $4,859-67.7% | $4,754-67.0% |
| Participant deferral / active EE | $9,449 | $8,103+16.6% | $7,760+21.8% | $6,712+40.8% |
| Admin fee / account holder | $1,349 | $12,406-89.1% | $10,767-87.5% | $11,409-88.2% |