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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 | $76,137 | $172,111-55.8% | $150,298-49.3% | $137,256-44.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.77% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,964 | $4,636-57.6% | $4,154-52.7% | $4,156-52.7% |
| Participant deferral / active EE | $2,619 | $6,166-57.5% | $5,453-52.0% | $6,407-59.1% |
| Admin fee / account holder | $2,015 | $16,471-87.8% | $14,116-85.7% | $12,270-83.6% |