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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 | $104,236 | $165,399-37.0% | $149,745-30.4% | $158,982-34.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.88% | 348.34%-336.5pp | 276.72%-264.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $5,952 | $5,105+16.6% | $4,646+28.1% | $4,763+25.0% |
| Participant deferral / active EE | $3,305 | $7,183-54.0% | $6,843-51.7% | $5,983-44.8% |
| Admin fee / account holder | $17,999 | $10,811+66.5% | $9,312+93.3% | $11,252+60.0% |