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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 | $129,610 | $212,386-39.0% | $199,883-35.2% | $138,895-6.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.00% | 47.75%-32.7pp | 43.81%-28.8pp | 145.39%-130.4pp |
| Employer contribution / active EE | $11,882 | $6,625+79.4% | $6,261+89.8% | $4,194+183.3% |
| Participant deferral / active EE | $6,563 | $9,617-31.8% | $9,138-28.2% | $6,396+2.6% |
| Admin fee / account holder | $1,719 | $18,233-90.6% | $17,268-90.0% | $12,562-86.3% |