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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 | $175,976 | $107,809+63.2% | $97,032+81.4% | $155,188+13.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 10.01% | 38.06%-28.1pp | 35.38%-25.4pp | 148.84%-138.8pp |
| Employer contribution / active EE | $9,505 | $2,911+226.5% | $2,629+261.6% | $4,248+123.8% |
| Participant deferral / active EE | $10,201 | $5,129+98.9% | $4,672+118.3% | $6,531+56.2% |
| Admin fee / account holder | $560 | $10,717-94.8% | $9,418-94.1% | $14,480-96.1% |