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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 | $88,394 | $174,379-49.3% | $152,093-41.9% | $138,895-36.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.45% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $7,365 | $4,652+58.3% | $4,175+76.4% | $4,194+75.6% |
| Participant deferral / active EE | $5,327 | $6,159-13.5% | $5,451-2.3% | $6,396-16.7% |
| Admin fee / account holder | $16,033 | $16,880-5.0% | $14,497+10.6% | $12,562+27.6% |