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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 | $93,719 | $117,846-20.5% | $102,434-8.5% | $145,884-35.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.96% | 31.90%-4.9pp | 29.46%-2.5pp | 551.85%-524.9pp |
| Employer contribution / active EE | $5,385 | $3,615+49.0% | $3,023+78.1% | $4,662+15.5% |
| Participant deferral / active EE | $16,029 | $5,733+179.6% | $5,055+217.1% | $6,690+139.6% |
| Admin fee / account holder | $13,770 | $13,356+3.1% | $9,462+45.5% | $13,392+2.8% |