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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 | $30,873 | $156,398-80.3% | $147,318-79.0% | $138,895-77.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.76% | 78.75%-53.0pp | 70.43%-44.7pp | 145.39%-119.6pp |
| Employer contribution / active EE | $7,688 | $4,853+58.4% | $4,593+67.4% | $4,194+83.3% |
| Participant deferral / active EE | $16,917 | $8,237+105.4% | $7,906+114.0% | $6,396+164.5% |
| Admin fee / account holder | $34,940 | $14,976+133.3% | $13,708+154.9% | $12,562+178.1% |