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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 | $93,150 | $154,228-39.6% | $145,433-35.9% | $137,256-32.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.76% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $10,021 | $4,804+108.6% | $4,554+120.0% | $4,156+141.1% |
| Participant deferral / active EE | $13,425 | $8,216+63.4% | $7,897+70.0% | $6,407+109.5% |
| Admin fee / account holder | $16,169 | $14,344+12.7% | $13,129+23.2% | $12,270+31.8% |