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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 | $81,220 | $155,555-47.8% | $146,866-44.7% | $155,188-47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 35.78% | 115.41%-79.6pp | 102.85%-67.1pp | 148.84%-113.1pp |
| Employer contribution / active EE | $5,481 | $4,647+18.0% | $4,425+23.9% | $4,248+29.0% |
| Participant deferral / active EE | $12,130 | $8,044+50.8% | $7,759+56.3% | $6,531+85.7% |
| Admin fee / account holder | $12,012 | $14,755-18.6% | $13,620-11.8% | $14,480-17.0% |