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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 | $105,364 | $165,361-36.3% | $149,715-29.6% | $158,950-33.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.40% | 348.24%-330.8pp | 276.66%-259.3pp | 302.91%-285.5pp |
| Employer contribution / active EE | $2,528 | $5,103-50.5% | $4,645-45.6% | $4,762-46.9% |
| Participant deferral / active EE | $8,731 | $7,182+21.6% | $6,842+27.6% | $5,983+45.9% |
| Admin fee / account holder | $812 | $10,808-92.5% | $9,310-91.3% | $11,248-92.8% |