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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 | $77,186 | $174,379-55.7% | $152,093-49.3% | $138,895-44.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.20% | 74.86%-60.7pp | 66.36%-52.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,520 | $4,652-67.3% | $4,175-63.6% | $4,194-63.8% |
| Participant deferral / active EE | $2,681 | $6,159-56.5% | $5,451-50.8% | $6,396-58.1% |
| Admin fee / account holder | $5,099 | $16,880-69.8% | $14,497-64.8% | $12,562-59.4% |