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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 | $106,625 | $213,785-50.1% | $185,441-42.5% | $155,188-31.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.24% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $13,410 | $5,393+148.7% | $4,672+187.0% | $4,248+215.7% |
| Participant deferral / active EE | $7,491 | $6,864+9.1% | $6,152+21.8% | $6,531+14.7% |
| Admin fee / account holder | $6,892 | $21,134-67.4% | $17,890-61.5% | $14,480-52.4% |