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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 | $61,034 | $208,088-70.7% | $186,193-67.2% | $154,746-60.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.07% | 89.97%-80.9pp | 78.03%-69.0pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,304 | $4,340-46.9% | $3,918-41.2% | $4,379-47.4% |
| Participant deferral / active EE | $7,467 | $7,078+5.5% | $6,513+14.7% | $6,730+11.0% |
| Admin fee / account holder | $2,783 | $11,698-76.2% | $11,058-74.8% | $14,365-80.6% |