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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 | $69,772 | $185,312-62.3% | $161,489-56.8% | $154,746-54.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.56% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,290 | $4,769-31.0% | $4,268-22.9% | $4,379-24.9% |
| Participant deferral / active EE | $5,760 | $6,350-9.3% | $5,630+2.3% | $6,730-14.4% |
| Admin fee / account holder | $368 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |