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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 | $105,597 | $201,264-47.5% | $184,185-42.7% | $145,978-27.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.93% | 29.00%-16.1pp | 28.81%-15.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $10,746 | $7,021+53.1% | $6,426+67.2% | $4,662+130.5% |
| Participant deferral / active EE | $15,710 | $9,806+60.2% | $9,132+72.0% | $6,690+134.8% |
| Admin fee / account holder | $16,107 | $16,376-1.6% | $13,909+15.8% | $13,400+20.2% |