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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 | $117,687 | $156,398-24.8% | $147,318-20.1% | $138,895-15.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.37% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $4,020 | $4,853-17.2% | $4,593-12.5% | $4,194-4.2% |
| Participant deferral / active EE | $18,500 | $8,237+124.6% | $7,906+134.0% | $6,396+189.2% |
| Admin fee / account holder | $2,272 | $14,976-84.8% | $13,708-83.4% | $12,562-81.9% |