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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 | $54,489 | $156,398-65.2% | $147,318-63.0% | $138,895-60.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.07% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,474 | $4,853-49.0% | $4,593-46.1% | $4,194-41.0% |
| Participant deferral / active EE | $6,548 | $8,237-20.5% | $7,906-17.2% | $6,396+2.4% |
| Admin fee / account holder | $2,581 | $14,976-82.8% | $13,708-81.2% | $12,562-79.5% |