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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 | $64,178 | $180,028-64.4% | $138,135-53.5% | $158,982-59.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 25.19% | 21.68%+3.5pp | 20.51%+4.7pp | 302.99%-277.8pp |
| Employer contribution / active EE | $4,882 | $7,470-34.6% | $5,587-12.6% | $4,763+2.5% |
| Participant deferral / active EE | $8,086 | $7,717+4.8% | $6,431+25.7% | $5,983+35.1% |
| Admin fee / account holder | $4,129 | $17,912-77.0% | $11,856-65.2% | $11,252-63.3% |