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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 | $50,091 | $156,398-68.0% | $147,318-66.0% | $138,895-63.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.76% | 78.75%-52.0pp | 70.43%-43.7pp | 145.39%-118.6pp |
| Employer contribution / active EE | $15,237 | $4,853+214.0% | $4,593+231.8% | $4,194+263.3% |
| Participant deferral / active EE | $5,973 | $8,237-27.5% | $7,906-24.4% | $6,396-6.6% |
| Admin fee / account holder | $3,504 | $14,976-76.6% | $13,708-74.4% | $12,562-72.1% |