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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 | $109,080 | $88,702+23.0% | $81,780+33.4% | $145,978-25.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.35% | 1029.12%-1013.8pp | 776.27%-760.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $462 | $3,084-85.0% | $2,914-84.1% | $4,662-90.1% |
| Participant deferral / active EE | $8,326 | $4,645+79.2% | $4,321+92.7% | $6,690+24.5% |
| Admin fee / account holder | $747 | $8,414-91.1% | $7,384-89.9% | $13,400-94.4% |