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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 | $23,461 | $156,398-85.0% | $147,318-84.1% | $138,895-83.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.18% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $4,337 | $4,853-10.6% | $4,593-5.6% | $4,194+3.4% |
| Participant deferral / active EE | $4,339 | $8,237-47.3% | $7,906-45.1% | $6,396-32.2% |
| Admin fee / account holder | $4,937 | $14,976-67.0% | $13,708-64.0% | $12,562-60.7% |