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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 | $77,811 | $165,399-53.0% | $149,745-48.0% | $158,982-51.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.07% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $3,859 | $5,105-24.4% | $4,646-16.9% | $4,763-19.0% |
| Participant deferral / active EE | $8,749 | $7,183+21.8% | $6,843+27.9% | $5,983+46.2% |
| Admin fee / account holder | $2,138 | $10,811-80.2% | $9,312-77.0% | $11,252-81.0% |