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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 | $45,659 | $162,136-71.8% | $152,301-70.0% | $154,746-70.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.48% | 91.02%-67.5pp | 80.50%-57.0pp | 172.34%-148.9pp |
| Employer contribution / active EE | $6,168 | $4,890+26.1% | $4,624+33.4% | $4,379+40.9% |
| Participant deferral / active EE | $15,305 | $8,341+83.5% | $8,004+91.2% | $6,730+127.4% |
| Admin fee / account holder | $2,594 | $15,759-83.5% | $14,398-82.0% | $14,365-81.9% |