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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 | $39,098 | $172,111-77.3% | $150,298-74.0% | $137,256-71.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.26% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,957 | $4,636-36.2% | $4,154-28.8% | $4,156-28.9% |
| Participant deferral / active EE | $5,849 | $6,166-5.1% | $5,453+7.3% | $6,407-8.7% |
| Admin fee / account holder | $2,234 | $16,471-86.4% | $14,116-84.2% | $12,270-81.8% |