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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 | $61,909 | $156,398-60.4% | $147,318-58.0% | $138,895-55.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.74% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.6pp |
| Employer contribution / active EE | $6,407 | $4,853+32.0% | $4,593+39.5% | $4,194+52.8% |
| Participant deferral / active EE | $13,170 | $8,237+59.9% | $7,906+66.6% | $6,396+105.9% |
| Admin fee / account holder | $3,316 | $14,976-77.9% | $13,708-75.8% | $12,562-73.6% |