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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 | $77,759 | $176,120-55.8% | $159,487-51.2% | $167,553-53.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.01% | 331.95%-316.9pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $2,891 | $5,299-45.4% | $4,831-40.2% | $4,840-40.3% |
| Participant deferral / active EE | $9,247 | $7,752+19.3% | $7,354+25.7% | $6,343+45.8% |
| Admin fee / account holder | $814 | $12,561-93.5% | $10,804-92.5% | $12,316-93.4% |