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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 | $125,022 | $185,312-32.5% | $161,489-22.6% | $154,746-19.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.21% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $6,110 | $4,769+28.1% | $4,268+43.1% | $4,379+39.5% |
| Participant deferral / active EE | $10,010 | $6,350+57.6% | $5,630+77.8% | $6,730+48.7% |
| Admin fee / account holder | $558 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |