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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 | $90,238 | $154,228-41.5% | $145,433-38.0% | $137,256-34.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.58% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,588 | $4,804-46.1% | $4,554-43.2% | $4,156-37.7% |
| Participant deferral / active EE | $5,663 | $8,216-31.1% | $7,897-28.3% | $6,407-11.6% |
| Admin fee / account holder | $672 | $14,344-95.3% | $13,129-94.9% | $12,270-94.5% |