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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 | $54,628 | $154,228-64.6% | $145,433-62.4% | $137,256-60.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.29% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,776 | $4,804-42.2% | $4,554-39.0% | $4,156-33.2% |
| Participant deferral / active EE | $3,334 | $8,216-59.4% | $7,897-57.8% | $6,407-48.0% |
| Admin fee / account holder | $1,747 | $14,344-87.8% | $13,129-86.7% | $12,270-85.8% |