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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 | $95,560 | $174,379-45.2% | $152,093-37.2% | $138,895-31.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.22% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,425 | $4,652-26.4% | $4,175-18.0% | $4,194-18.3% |
| Participant deferral / active EE | $16,740 | $6,159+171.8% | $5,451+207.1% | $6,396+161.7% |
| Admin fee / account holder | $647 | $16,880-96.2% | $14,497-95.5% | $12,562-94.8% |