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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 | $101,662 | $185,312-45.1% | $161,489-37.0% | $154,746-34.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.80% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,504 | $4,769-47.5% | $4,268-41.3% | $4,379-42.8% |
| Participant deferral / active EE | $7,630 | $6,350+20.2% | $5,630+35.5% | $6,730+13.4% |
| Admin fee / account holder | $515 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |