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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 | $50,985 | $178,174-71.4% | $156,181-67.4% | $137,256-62.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.79% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,031 | $4,972-39.0% | $4,294-29.4% | $4,156-27.1% |
| Participant deferral / active EE | $6,307 | $6,888-8.4% | $6,132+2.8% | $6,407-1.6% |
| Admin fee / account holder | $1,319 | $17,404-92.4% | $14,586-91.0% | $12,270-89.2% |