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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 | $107,674 | $212,386-49.3% | $199,883-46.1% | $138,895-22.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.14% | 47.75%-29.6pp | 43.81%-25.7pp | 145.39%-127.3pp |
| Employer contribution / active EE | $4,585 | $6,625-30.8% | $6,261-26.8% | $4,194+9.3% |
| Participant deferral / active EE | $10,220 | $9,617+6.3% | $9,138+11.8% | $6,396+59.8% |
| Admin fee / account holder | $1,803 | $18,233-90.1% | $17,268-89.6% | $12,562-85.6% |