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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 | $81,171 | $123,155-34.1% | $108,753-25.4% | $155,188-47.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.91% | 44.73%-24.8pp | 37.47%-17.6pp | 148.84%-128.9pp |
| Employer contribution / active EE | $4,451 | $2,811+58.3% | $2,427+83.4% | $4,248+4.8% |
| Participant deferral / active EE | $5,415 | $4,623+17.1% | $4,115+31.6% | $6,531-17.1% |
| Admin fee / account holder | $864 | $12,126-92.9% | $10,320-91.6% | $14,480-94.0% |