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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 | $117,990 | $201,370-41.4% | $184,256-36.0% | $145,897-19.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.61% | 29.05%-6.4pp | 28.85%-6.2pp | 552.29%-529.7pp |
| Employer contribution / active EE | $5,233 | $7,024-25.5% | $6,427-18.6% | $4,663+12.2% |
| Participant deferral / active EE | $14,850 | $9,808+51.4% | $9,133+62.6% | $6,689+122.0% |
| Admin fee / account holder | $470 | $16,364-97.1% | $13,899-96.6% | $13,390-96.5% |