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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 | $62,296 | $223,823-72.2% | $211,142-70.5% | $154,746-59.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.84% | 50.39%-34.6pp | 46.84%-31.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $5,019 | $6,787-26.0% | $6,442-22.1% | $4,379+14.6% |
| Participant deferral / active EE | $15,964 | $9,750+63.7% | $9,284+71.9% | $6,730+137.2% |
| Admin fee / account holder | $625 | $19,707-96.8% | $19,076-96.7% | $14,365-95.6% |