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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 | $80,797 | $154,228-47.6% | $145,433-44.4% | $137,256-41.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.60% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,588 | $4,804-46.1% | $4,554-43.2% | $4,156-37.7% |
| Participant deferral / active EE | $5,607 | $8,216-31.8% | $7,897-29.0% | $6,407-12.5% |
| Admin fee / account holder | $1,075 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |