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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 | $116,047 | $177,595-34.7% | $148,496-21.9% | $198,609-41.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.70% | 9.97%+11.7pp | 12.33%+9.4pp | 202.70%-181.0pp |
| Employer contribution / active EE | $6,119 | $4,098+49.3% | $3,497+75.0% | $5,055+21.0% |
| Participant deferral / active EE | $13,752 | $5,539+148.3% | $4,808+186.0% | $6,977+97.1% |
| Admin fee / account holder | $443 | $27,010-98.4% | $19,547-97.7% | $19,030-97.7% |