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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 | $69,633 | $149,778-53.5% | $118,946-41.5% | $158,950-56.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.13% | 19.95%-3.8pp | 35.89%-19.8pp | 302.91%-286.8pp |
| Employer contribution / active EE | $2,334 | $4,117-43.3% | $3,263-28.5% | $4,762-51.0% |
| Participant deferral / active EE | $7,395 | $5,225+41.5% | $4,266+73.4% | $5,983+23.6% |
| Admin fee / account holder | $519 | $8,604-94.0% | $6,581-92.1% | $11,248-95.4% |