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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 | $45,347 | $182,442-75.1% | $163,379-72.2% | $138,895-67.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 11.90% | 72.74%-60.8pp | 63.41%-51.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,875 | $4,159-54.9% | $3,752-50.0% | $4,194-55.3% |
| Participant deferral / active EE | $1,809 | $6,817-73.5% | $6,282-71.2% | $6,396-71.7% |
| Admin fee / account holder | $782 | $10,396-92.5% | $9,818-92.0% | $12,562-93.8% |