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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 | $96,638 | $212,386-54.5% | $199,883-51.7% | $138,895-30.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.07% | 47.75%-29.7pp | 43.81%-25.7pp | 145.39%-127.3pp |
| Employer contribution / active EE | $10,105 | $6,625+52.5% | $6,261+61.4% | $4,194+140.9% |
| Participant deferral / active EE | $14,971 | $9,617+55.7% | $9,138+63.8% | $6,396+134.1% |
| Admin fee / account holder | $49,156 | $18,233+169.6% | $17,268+184.7% | $12,562+291.3% |