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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 | $115,215 | $156,616-26.4% | $133,346-13.6% | $198,609-42.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 16.58% | 44.25%-27.7pp | 36.85%-20.3pp | 202.70%-186.1pp |
| Employer contribution / active EE | $3,152 | $3,368-6.4% | $2,853+10.5% | $5,055-37.6% |
| Participant deferral / active EE | $5,182 | $4,920+5.3% | $4,332+19.6% | $6,977-25.7% |
| Admin fee / account holder | $481 | $17,468-97.2% | $14,264-96.6% | $19,030-97.5% |