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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 | $104,197 | $155,555-33.0% | $146,866-29.1% | $155,188-32.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.07% | 115.41%-98.3pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $3,850 | $4,647-17.1% | $4,425-13.0% | $4,248-9.4% |
| Participant deferral / active EE | $13,901 | $8,044+72.8% | $7,759+79.2% | $6,531+112.8% |
| Admin fee / account holder | $1,849 | $14,755-87.5% | $13,620-86.4% | $14,480-87.2% |