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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 | $75,870 | $162,785-53.4% | $133,959-43.4% | $158,950-52.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.90% | 41.94%-33.0pp | 45.09%-36.2pp | 302.91%-294.0pp |
| Employer contribution / active EE | $3,686 | $4,975-25.9% | $3,919-5.9% | $4,762-22.6% |
| Participant deferral / active EE | $6,589 | $5,910+11.5% | $5,047+30.5% | $5,983+10.1% |
| Admin fee / account holder | $449 | $11,738-96.2% | $8,928-95.0% | $11,248-96.0% |