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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 | $28,083 | $178,174-84.2% | $156,181-82.0% | $137,256-79.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.25% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,409 | $4,972-11.3% | $4,294+2.7% | $4,156+6.1% |
| Participant deferral / active EE | $6,233 | $6,888-9.5% | $6,132+1.6% | $6,407-2.7% |
| Admin fee / account holder | $836 | $17,404-95.2% | $14,586-94.3% | $12,270-93.2% |