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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 | $31,823 | $154,228-79.4% | $145,433-78.1% | $137,256-76.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.72% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,605 | $4,804-45.8% | $4,554-42.8% | $4,156-37.3% |
| Participant deferral / active EE | $7,875 | $8,216-4.2% | $7,897-0.3% | $6,407+22.9% |
| Admin fee / account holder | $593 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |