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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 | $91,962 | $155,555-40.9% | $146,866-37.4% | $155,188-40.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.52% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $10,663 | $4,647+129.5% | $4,425+141.0% | $4,248+151.0% |
| Participant deferral / active EE | $7,136 | $8,044-11.3% | $7,759-8.0% | $6,531+9.3% |
| Admin fee / account holder | $2,986 | $14,755-79.8% | $13,620-78.1% | $14,480-79.4% |