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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 | $85,527 | $174,379-51.0% | $152,093-43.8% | $138,895-38.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.32% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $5,284 | $4,652+13.6% | $4,175+26.6% | $4,194+26.0% |
| Participant deferral / active EE | $6,161 | $6,1590% | $5,451+13.0% | $6,396-3.7% |
| Admin fee / account holder | $58,183 | $16,880+244.7% | $14,497+301.4% | $12,562+363.2% |