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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 | $128,757 | $213,785-39.8% | $185,441-30.6% | $155,188-17.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.21% | 19.97%-7.8pp | 20.16%-8.0pp | 148.84%-136.6pp |
| Employer contribution / active EE | $2,634 | $5,393-51.2% | $4,672-43.6% | $4,248-38.0% |
| Participant deferral / active EE | $5,723 | $6,864-16.6% | $6,152-7.0% | $6,531-12.4% |
| Admin fee / account holder | $14,491 | $21,134-31.4% | $17,890-19.0% | $14,480+0.1% |