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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 | $91,393 | $212,386-57.0% | $199,883-54.3% | $138,895-34.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.03% | 47.75%-32.7pp | 43.81%-28.8pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,934 | $6,625-40.6% | $6,261-37.2% | $4,194-6.2% |
| Participant deferral / active EE | $15,706 | $9,617+63.3% | $9,138+71.9% | $6,396+145.5% |
| Admin fee / account holder | $8,666 | $18,233-52.5% | $17,268-49.8% | $12,562-31.0% |