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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 | $115,366 | $156,398-26.2% | $147,318-21.7% | $138,895-16.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.30% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $7,037 | $4,853+45.0% | $4,593+53.2% | $4,194+67.8% |
| Participant deferral / active EE | $15,812 | $8,237+92.0% | $7,906+100.0% | $6,396+147.2% |
| Admin fee / account holder | $1,213 | $14,976-91.9% | $13,708-91.2% | $12,562-90.3% |