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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 | $76,659 | $172,111-55.5% | $150,298-49.0% | $137,256-44.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.78% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,685 | $4,636-42.1% | $4,154-35.4% | $4,156-35.4% |
| Participant deferral / active EE | $5,683 | $6,166-7.8% | $5,453+4.2% | $6,407-11.3% |
| Admin fee / account holder | $494 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |