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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 | $99,656 | $148,629-32.9% | $135,982-26.7% | $139,487-28.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.23% | 79.33%-66.1pp | 68.32%-55.1pp | 373.84%-360.6pp |
| Employer contribution / active EE | $5,809 | $5,247+10.7% | $4,859+19.5% | $4,755+22.2% |
| Participant deferral / active EE | $17,742 | $8,102+119.0% | $7,760+128.6% | $6,713+164.3% |
| Admin fee / account holder | $672 | $12,406-94.6% | $10,767-93.8% | $11,407-94.1% |