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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 | $78,171 | $165,399-52.7% | $149,745-47.8% | $158,982-50.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.43% | 348.34%-321.9pp | 276.72%-250.3pp | 302.99%-276.6pp |
| Employer contribution / active EE | $2,039 | $5,105-60.1% | $4,646-56.1% | $4,763-57.2% |
| Participant deferral / active EE | $7,138 | $7,183-0.6% | $6,843+4.3% | $5,983+19.3% |
| Admin fee / account holder | $1,207 | $10,811-88.8% | $9,312-87.0% | $11,252-89.3% |