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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 | $98,765 | $155,555-36.5% | $146,866-32.8% | $155,188-36.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.04% | 115.41%-95.4pp | 102.85%-82.8pp | 148.84%-128.8pp |
| Employer contribution / active EE | $6,367 | $4,647+37.0% | $4,425+43.9% | $4,248+49.9% |
| Participant deferral / active EE | $19,833 | $8,044+146.6% | $7,759+155.6% | $6,531+203.7% |
| Admin fee / account holder | $483 | $14,755-96.7% | $13,620-96.5% | $14,480-96.7% |