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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 | $45,337 | $181,062-75.0% | $158,223-71.3% | $155,188-70.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.91% | 57.39%-36.5pp | 52.09%-31.2pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,622 | $4,565-64.5% | $4,109-60.5% | $4,248-61.8% |
| Participant deferral / active EE | $9,988 | $6,134+62.8% | $5,467+82.7% | $6,531+52.9% |
| Admin fee / account holder | $1,127 | $18,825-94.0% | $16,047-93.0% | $14,480-92.2% |