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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 | $81,129 | $106,974-24.2% | $90,796-10.6% | $138,895-41.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 17.18% | 20.10%-2.9pp | 19.29%-2.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $13,345 | $2,609+411.6% | $2,294+481.8% | $4,194+218.2% |
| Participant deferral / active EE | $8,518 | $4,455+91.2% | $3,822+122.9% | $6,396+33.2% |
| Admin fee / account holder | $1,008 | $8,626-88.3% | $7,024-85.7% | $12,562-92.0% |