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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 | $92,936 | $165,361-43.8% | $149,715-37.9% | $158,950-41.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.20% | 348.24%-328.0pp | 276.66%-256.5pp | 302.91%-282.7pp |
| Employer contribution / active EE | $3,358 | $5,103-34.2% | $4,645-27.7% | $4,762-29.5% |
| Participant deferral / active EE | $7,162 | $7,182-0.3% | $6,842+4.7% | $5,983+19.7% |
| Admin fee / account holder | $333 | $10,808-96.9% | $9,310-96.4% | $11,248-97.0% |