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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 | $44,520 | $156,398-71.5% | $147,318-69.8% | $138,895-67.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.82% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $5,534 | $4,853+14.0% | $4,593+20.5% | $4,194+31.9% |
| Participant deferral / active EE | $8,958 | $8,237+8.7% | $7,906+13.3% | $6,396+40.1% |
| Admin fee / account holder | $3,272 | $14,976-78.2% | $13,708-76.1% | $12,562-74.0% |