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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 | $114,305 | $165,381-30.9% | $149,730-23.7% | $158,966-28.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.62% | 348.29%-332.7pp | 276.70%-261.1pp | 302.95%-287.3pp |
| Employer contribution / active EE | $3,635 | $5,104-28.8% | $4,645-21.8% | $4,762-23.7% |
| Participant deferral / active EE | $15,589 | $7,182+117.1% | $6,843+127.8% | $5,983+160.6% |
| Admin fee / account holder | $695 | $10,809-93.6% | $9,310-92.5% | $11,250-93.8% |