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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 | $78,784 | $175,212-55.0% | $149,682-47.4% | $139,427-43.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.27% | 166.63%-155.4pp | 134.35%-123.1pp | 373.27%-362.0pp |
| Employer contribution / active EE | $4,579 | $5,475-16.4% | $4,818-5.0% | $4,752-3.6% |
| Participant deferral / active EE | $4,706 | $6,520-27.8% | $5,681-17.2% | $6,711-29.9% |
| Admin fee / account holder | $775 | $16,150-95.2% | $13,210-94.1% | $11,404-93.2% |