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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 | $117,050 | $156,398-25.2% | $147,318-20.5% | $138,895-15.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.41% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $17,066 | $4,853+251.6% | $4,593+271.6% | $4,194+306.9% |
| Participant deferral / active EE | $12,713 | $8,237+54.3% | $7,906+60.8% | $6,396+98.8% |
| Admin fee / account holder | $1,836 | $14,976-87.7% | $13,708-86.6% | $12,562-85.4% |