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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 | $102,787 | $183,592-44.0% | $155,574-33.9% | $145,877-29.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.76% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $4,057 | $5,317-23.7% | $4,676-13.2% | $4,663-13.0% |
| Participant deferral / active EE | $6,582 | $6,466+1.8% | $5,629+16.9% | $6,691-1.6% |
| Admin fee / account holder | $2,357 | $19,316-87.8% | $15,914-85.2% | $13,402-82.4% |