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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 | $43,528 | $154,228-71.8% | $145,433-70.1% | $137,256-68.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.50% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,016 | $4,804-37.2% | $4,554-33.8% | $4,156-27.4% |
| Participant deferral / active EE | $7,657 | $8,216-6.8% | $7,897-3.0% | $6,407+19.5% |
| Admin fee / account holder | $2,024 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |