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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 | $86,255 | $181,062-52.4% | $158,223-45.5% | $155,188-44.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.26% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.6pp |
| Employer contribution / active EE | $5,628 | $4,565+23.3% | $4,109+37.0% | $4,248+32.5% |
| Participant deferral / active EE | $5,089 | $6,134-17.0% | $5,467-6.9% | $6,531-22.1% |
| Admin fee / account holder | $24,995 | $18,825+32.8% | $16,047+55.8% | $14,480+72.6% |