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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 | $40,088 | $154,228-74.0% | $145,433-72.4% | $137,256-70.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.12% | 74.59%-47.5pp | 66.58%-39.5pp | 220.34%-193.2pp |
| Employer contribution / active EE | $5,230 | $4,804+8.9% | $4,554+14.8% | $4,156+25.8% |
| Participant deferral / active EE | $8,689 | $8,216+5.7% | $7,897+10.0% | $6,407+35.6% |
| Admin fee / account holder | $734 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |