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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 | $58,619 | $139,948-58.1% | $121,663-51.8% | $154,746-62.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.20% | 230.52%-214.3pp | 147.54%-131.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,158 | $3,521-10.3% | $3,020+4.6% | $4,379-27.9% |
| Participant deferral / active EE | $15,379 | $5,629+173.2% | $4,887+214.7% | $6,730+128.5% |
| Admin fee / account holder | $978 | $17,321-94.4% | $14,289-93.2% | $14,365-93.2% |