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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 | $47,193 | $174,379-72.9% | $152,093-69.0% | $138,895-66.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.85% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,756 | $4,652-62.2% | $4,175-57.9% | $4,194-58.1% |
| Participant deferral / active EE | $4,143 | $6,159-32.7% | $5,451-24.0% | $6,396-35.2% |
| Admin fee / account holder | $694 | $16,880-95.9% | $14,497-95.2% | $12,562-94.5% |