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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 | $156,398-55.2% | $147,318-52.5% | $138,895-49.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.24% | 78.75%-54.5pp | 70.43%-46.2pp | 145.39%-121.1pp |
| Employer contribution / active EE | $2,533 | $4,853-47.8% | $4,593-44.9% | $4,194-39.6% |
| Participant deferral / active EE | $17,845 | $8,237+116.6% | $7,906+125.7% | $6,396+179.0% |
| Admin fee / account holder | $2,222 | $14,976-85.2% | $13,708-83.8% | $12,562-82.3% |