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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 | $68,610 | $110,307-37.8% | $96,576-29.0% | $139,456-50.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.03% | 26.40%-10.4pp | 25.87%-9.8pp | 373.45%-357.4pp |
| Employer contribution / active EE | $5,636 | $3,619+55.7% | $2,965+90.1% | $4,753+18.6% |
| Participant deferral / active EE | $4,041 | $5,547-27.2% | $4,851-16.7% | $6,711-39.8% |
| Admin fee / account holder | $582 | $11,597-95.0% | $8,253-93.0% | $11,407-94.9% |