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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 | $112,211 | $185,312-39.4% | $161,489-30.5% | $154,746-27.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.86% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $6,708 | $4,769+40.7% | $4,268+57.2% | $4,379+53.2% |
| Participant deferral / active EE | $10,549 | $6,350+66.1% | $5,630+87.4% | $6,730+56.7% |
| Admin fee / account holder | $1,147 | $18,654-93.9% | $16,006-92.8% | $14,365-92.0% |