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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 | $113,984 | $185,312-38.5% | $161,489-29.4% | $154,746-26.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.44% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $6,398 | $4,769+34.2% | $4,268+49.9% | $4,379+46.1% |
| Participant deferral / active EE | $12,023 | $6,350+89.3% | $5,630+113.6% | $6,730+78.6% |
| Admin fee / account holder | $1,360 | $18,654-92.7% | $16,006-91.5% | $14,365-90.5% |