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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 | $130,902 | $223,823-41.5% | $211,142-38.0% | $154,746-15.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.84% | 50.39%-35.6pp | 46.84%-32.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,723 | $6,787-30.4% | $6,442-26.7% | $4,379+7.8% |
| Participant deferral / active EE | $14,875 | $9,750+52.6% | $9,284+60.2% | $6,730+121.0% |
| Admin fee / account holder | $1,543 | $19,707-92.2% | $19,076-91.9% | $14,365-89.3% |