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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 | $69,628 | $174,379-60.1% | $152,093-54.2% | $138,895-49.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.17% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,988 | $4,652-57.3% | $4,175-52.4% | $4,194-52.6% |
| Participant deferral / active EE | $9,686 | $6,159+57.3% | $5,451+77.7% | $6,396+51.4% |
| Admin fee / account holder | $2,627 | $16,880-84.4% | $14,497-81.9% | $12,562-79.1% |