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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 | $115,483 | $182,442-36.7% | $163,379-29.3% | $138,895-16.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 20.21% | 72.74%-52.5pp | 63.41%-43.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $6,750 | $4,159+62.3% | $3,752+79.9% | $4,194+60.9% |
| Participant deferral / active EE | $11,016 | $6,817+61.6% | $6,282+75.4% | $6,396+72.2% |
| Admin fee / account holder | $667 | $10,396-93.6% | $9,818-93.2% | $12,562-94.7% |