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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 | $89,577 | $201,264-55.5% | $184,185-51.4% | $145,978-38.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.72% | 29.00%-9.3pp | 28.81%-9.1pp | 550.52%-530.8pp |
| Employer contribution / active EE | $2,275 | $7,021-67.6% | $6,426-64.6% | $4,662-51.2% |
| Participant deferral / active EE | $4,879 | $9,806-50.2% | $9,132-46.6% | $6,690-27.1% |
| Admin fee / account holder | $2,802 | $16,376-82.9% | $13,909-79.9% | $13,400-79.1% |