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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 | $140,851 | $201,370-30.1% | $184,256-23.6% | $145,897-3.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.72% | 29.05%-12.3pp | 28.85%-12.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $4,494 | $7,024-36.0% | $6,427-30.1% | $4,663-3.6% |
| Participant deferral / active EE | $16,053 | $9,808+63.7% | $9,133+75.8% | $6,689+140.0% |
| Admin fee / account holder | $497 | $16,364-97.0% | $13,899-96.4% | $13,390-96.3% |