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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 | $91,599 | $185,312-50.6% | $161,489-43.3% | $154,746-40.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.19% | 103.84%-92.7pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $6,414 | $4,769+34.5% | $4,268+50.3% | $4,379+46.5% |
| Participant deferral / active EE | $2,983 | $6,350-53.0% | $5,630-47.0% | $6,730-55.7% |
| Admin fee / account holder | $7,441 | $18,654-60.1% | $16,006-53.5% | $14,365-48.2% |