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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 | $67,522 | $162,136-58.4% | $152,301-55.7% | $154,746-56.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.30% | 91.02%-68.7pp | 80.50%-58.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $6,167 | $4,890+26.1% | $4,624+33.4% | $4,379+40.8% |
| Participant deferral / active EE | $15,197 | $8,341+82.2% | $8,004+89.9% | $6,730+125.8% |
| Admin fee / account holder | $694 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |