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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 | $31,008 | $202,440-84.7% | $169,390-81.7% | $139,466-77.8% |
| Participation rate | 90.5% | 81.1%+9.4pp | 77.2%+13.3pp | 80.3%+10.1pp |
| Annual return | 16.75% | 532.36%-515.6pp | 406.07%-389.3pp | 373.66%-356.9pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $16,270 | $6,940+134.4% | $6,222+161.5% | $6,712+142.4% |
| Admin fee / account holder | $15,115 | $10,722+41.0% | $9,015+67.7% | $11,409+32.5% |