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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 | $28,964 | $185,312-84.4% | $161,489-82.1% | $154,746-81.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.75% | 103.84%-91.1pp | 89.72%-77.0pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,572 | $4,769-46.1% | $4,268-39.7% | $4,379-41.3% |
| Participant deferral / active EE | $4,637 | $6,350-27.0% | $5,630-17.6% | $6,730-31.1% |
| Admin fee / account holder | $554 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |