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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 | $65,262 | $156,398-58.3% | $147,318-55.7% | $138,895-53.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.80% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $8,838 | $4,853+82.1% | $4,593+92.4% | $4,194+110.7% |
| Participant deferral / active EE | $14,884 | $8,237+80.7% | $7,906+88.3% | $6,396+132.7% |
| Admin fee / account holder | $12,928 | $14,976-13.7% | $13,708-5.7% | $12,562+2.9% |