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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 | $17,287 | $181,062-90.5% | $158,223-89.1% | $155,188-88.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 53.96% | 57.39%-3.4pp | 52.09%+1.9pp | 148.84%-94.9pp |
| Employer contribution / active EE | $1,651 | $4,565-63.8% | $4,109-59.8% | $4,248-61.1% |
| Participant deferral / active EE | $2,055 | $6,134-66.5% | $5,467-62.4% | $6,531-68.5% |
| Admin fee / account holder | $1,994 | $18,825-89.4% | $16,047-87.6% | $14,480-86.2% |