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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 | $77,747 | $174,379-55.4% | $152,093-48.9% | $138,895-44.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.95% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $11,316 | $4,652+143.3% | $4,175+171.1% | $4,194+169.8% |
| Participant deferral / active EE | $9,566 | $6,159+55.3% | $5,451+75.5% | $6,396+49.6% |
| Admin fee / account holder | $366 | $16,880-97.8% | $14,497-97.5% | $12,562-97.1% |