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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 | $75,195 | $165,381-54.5% | $149,730-49.8% | $158,966-52.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.59% | 348.29%-332.7pp | 276.70%-261.1pp | 302.95%-287.4pp |
| Employer contribution / active EE | $2,484 | $5,104-51.3% | $4,645-46.5% | $4,762-47.8% |
| Participant deferral / active EE | $8,431 | $7,182+17.4% | $6,843+23.2% | $5,983+40.9% |
| Admin fee / account holder | $317 | $10,809-97.1% | $9,310-96.6% | $11,250-97.2% |