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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 | $79,934 | $154,228-48.2% | $145,433-45.0% | $137,256-41.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.83% | 74.59%-45.8pp | 66.58%-37.7pp | 220.34%-191.5pp |
| Employer contribution / active EE | $7,097 | $4,804+47.7% | $4,554+55.8% | $4,156+70.8% |
| Participant deferral / active EE | $16,695 | $8,216+103.2% | $7,897+111.4% | $6,407+160.6% |
| Admin fee / account holder | $8,188 | $14,344-42.9% | $13,129-37.6% | $12,270-33.3% |