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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 | $79,060 | $171,930-54.0% | $151,266-47.7% | $154,746-48.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 13.15% | 242.03%-228.9pp | 180.60%-167.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $856 | $4,710-81.8% | $4,237-79.8% | $4,379-80.4% |
| Participant deferral / active EE | $16,617 | $8,191+102.9% | $7,337+126.5% | $6,730+146.9% |
| Admin fee / account holder | $14,253 | $15,803-9.8% | $13,159+8.3% | $14,365-0.8% |