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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 | $85,004 | $132,099-35.7% | $115,599-26.5% | $138,895-38.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.89% | 176.76%-162.9pp | 111.10%-97.2pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,391 | $3,416-0.7% | $2,955+14.8% | $4,194-19.1% |
| Participant deferral / active EE | $3,589 | $5,617-36.1% | $4,889-26.6% | $6,396-43.9% |
| Admin fee / account holder | $877 | $15,650-94.4% | $12,841-93.2% | $12,562-93.0% |