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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 | $105,702 | $209,336-49.5% | $197,124-46.4% | $137,256-23.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.29% | 48.09%-29.8pp | 44.34%-26.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,025 | $6,591-23.8% | $6,227-19.3% | $4,156+20.9% |
| Participant deferral / active EE | $15,045 | $9,614+56.5% | $9,135+64.7% | $6,407+134.8% |
| Admin fee / account holder | $478 | $17,308-97.2% | $16,298-97.1% | $12,270-96.1% |