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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 | $133,845 | $155,555-14.0% | $146,866-8.9% | $155,188-13.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.34% | 115.41%-97.1pp | 102.85%-84.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $9,722 | $4,647+109.2% | $4,425+119.7% | $4,248+128.9% |
| Participant deferral / active EE | $27,250 | $8,044+238.8% | $7,759+251.2% | $6,531+317.2% |
| Admin fee / account holder | $956 | $14,755-93.5% | $13,620-93.0% | $14,480-93.4% |