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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 | $43,393 | $172,111-74.8% | $150,298-71.1% | $137,256-68.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.75% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,680 | $4,636-20.6% | $4,154-11.4% | $4,156-11.5% |
| Participant deferral / active EE | $8,481 | $6,166+37.5% | $5,453+55.5% | $6,407+32.4% |
| Admin fee / account holder | $375 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |