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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 | $55,769 | $162,967-65.8% | $135,792-58.9% | $138,895-59.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.17% | 30.08%-14.9pp | 25.96%-10.8pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,316 | $4,211-45.0% | $3,496-33.7% | $4,194-44.8% |
| Participant deferral / active EE | $7,637 | $5,640+35.4% | $4,759+60.5% | $6,396+19.4% |
| Admin fee / account holder | $933 | $15,306-93.9% | $12,266-92.4% | $12,562-92.6% |