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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 | $70,000 | $154,228-54.6% | $145,433-51.9% | $137,256-49.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.24% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,533 | $4,804-47.3% | $4,554-44.4% | $4,156-39.1% |
| Participant deferral / active EE | $17,845 | $8,216+117.2% | $7,897+126.0% | $6,407+178.5% |
| Admin fee / account holder | $2,222 | $14,344-84.5% | $13,129-83.1% | $12,270-81.9% |