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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 | $56,991 | $155,555-63.4% | $146,866-61.2% | $155,188-63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.95% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,989 | $4,647-14.2% | $4,425-9.8% | $4,248-6.1% |
| Participant deferral / active EE | $21,282 | $8,044+164.6% | $7,759+174.3% | $6,531+225.9% |
| Admin fee / account holder | $565 | $14,755-96.2% | $13,620-95.8% | $14,480-96.1% |