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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 | $162,136-56.8% | $152,301-54.0% | $154,746-54.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.24% | 91.02%-66.8pp | 80.50%-56.3pp | 172.34%-148.1pp |
| Employer contribution / active EE | $2,533 | $4,890-48.2% | $4,624-45.2% | $4,379-42.2% |
| Participant deferral / active EE | $17,845 | $8,341+114.0% | $8,004+123.0% | $6,730+165.1% |
| Admin fee / account holder | $2,222 | $15,759-85.9% | $14,398-84.6% | $14,365-84.5% |