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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 | $94,642 | $201,259-53.0% | $184,200-48.6% | $145,959-35.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.81% | 28.98%-14.2pp | 28.80%-14.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $9,398 | $7,018+33.9% | $6,424+46.3% | $4,661+101.6% |
| Participant deferral / active EE | $20,542 | $9,806+109.5% | $9,132+124.9% | $6,689+207.1% |
| Admin fee / account holder | $10,060 | $16,372-38.6% | $13,907-27.7% | $13,398-24.9% |