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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 | $47,964 | $156,398-69.3% | $147,318-67.4% | $138,895-65.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.20% | 78.75%-59.6pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,857 | $4,853-20.5% | $4,593-16.0% | $4,194-8.0% |
| Participant deferral / active EE | $7,805 | $8,237-5.2% | $7,906-1.3% | $6,396+22.0% |
| Admin fee / account holder | $3,620 | $14,976-75.8% | $13,708-73.6% | $12,562-71.2% |