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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 | $81,277 | $178,174-54.4% | $156,181-48.0% | $137,256-40.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.42% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,047 | $4,972-38.7% | $4,294-29.0% | $4,156-26.7% |
| Participant deferral / active EE | $8,195 | $6,888+19.0% | $6,132+33.6% | $6,407+27.9% |
| Admin fee / account holder | $986 | $17,404-94.3% | $14,586-93.2% | $12,270-92.0% |