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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 | $162,136-50.2% | $152,301-46.9% | $154,746-47.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.60% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,588 | $4,890-47.1% | $4,624-44.0% | $4,379-40.9% |
| Participant deferral / active EE | $5,607 | $8,341-32.8% | $8,004-30.0% | $6,730-16.7% |
| Admin fee / account holder | $1,075 | $15,759-93.2% | $14,398-92.5% | $14,365-92.5% |