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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 | $26,610 | $162,136-83.6% | $152,301-82.5% | $154,746-82.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.38% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $4,109 | $4,890-16.0% | $4,624-11.2% | $4,379-6.2% |
| Participant deferral / active EE | $10,454 | $8,341+25.3% | $8,004+30.6% | $6,730+55.3% |
| Admin fee / account holder | $10,710 | $15,759-32.0% | $14,398-25.6% | $14,365-25.4% |