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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 | $76,810 | $114,119-32.7% | $107,187-28.3% | $138,895-44.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.84% | 273.21%-258.4pp | 204.55%-189.7pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,952 | $4,059-27.3% | $3,782-22.0% | $4,194-29.6% |
| Participant deferral / active EE | $7,089 | $5,538+28.0% | $5,096+39.1% | $6,396+10.8% |
| Admin fee / account holder | $391 | $10,024-96.1% | $9,162-95.7% | $12,562-96.9% |