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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 | $76,991 | $154,228-50.1% | $145,433-47.1% | $137,256-43.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.88% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,514 | $4,804-6.0% | $4,554-0.9% | $4,156+8.6% |
| Participant deferral / active EE | $14,092 | $8,216+71.5% | $7,897+78.4% | $6,407+119.9% |
| Admin fee / account holder | $1,433 | $14,344-90.0% | $13,129-89.1% | $12,270-88.3% |