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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 | $101,279 | $97,289+4.1% | $92,805+9.1% | $155,188-34.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.74% | 29.03%-12.3pp | 31.59%-14.8pp | 148.84%-132.1pp |
| Employer contribution / active EE | $13,297 | $3,632+266.1% | $3,424+288.3% | $4,248+213.0% |
| Participant deferral / active EE | $13,297 | $8,795+51.2% | $8,448+57.4% | $6,531+103.6% |
| Admin fee / account holder | $16,989 | $12,015+41.4% | $10,911+55.7% | $14,480+17.3% |