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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 | $74,409 | $201,370-63.0% | $184,256-59.6% | $145,897-49.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.57% | 29.05%-11.5pp | 28.85%-11.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,585 | $7,024-77.4% | $6,427-75.3% | $4,663-66.0% |
| Participant deferral / active EE | $14,463 | $9,808+47.5% | $9,133+58.4% | $6,689+116.2% |
| Admin fee / account holder | $2,747 | $16,364-83.2% | $13,899-80.2% | $13,390-79.5% |