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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 | $85,136 | $178,174-52.2% | $156,181-45.5% | $137,256-38.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.21% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,921 | $4,972+39.2% | $4,294+61.2% | $4,156+66.5% |
| Participant deferral / active EE | $8,884 | $6,888+29.0% | $6,132+44.9% | $6,407+38.7% |
| Admin fee / account holder | $516 | $17,404-97.0% | $14,586-96.5% | $12,270-95.8% |