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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 | $90,326 | $174,379-48.2% | $152,093-40.6% | $138,895-35.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.19% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $4,719 | $4,652+1.5% | $4,175+13.0% | $4,194+12.5% |
| Participant deferral / active EE | $10,199 | $6,159+65.6% | $5,451+87.1% | $6,396+59.5% |
| Admin fee / account holder | $719 | $16,880-95.7% | $14,497-95.0% | $12,562-94.3% |