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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 | $37,015 | $174,379-78.8% | $152,093-75.7% | $138,895-73.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.50% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $6,660 | $4,652+43.2% | $4,175+59.5% | $4,194+58.8% |
| Participant deferral / active EE | $8,339 | $6,159+35.4% | $5,451+53.0% | $6,396+30.4% |
| Admin fee / account holder | $6,710 | $16,880-60.2% | $14,497-53.7% | $12,562-46.6% |