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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 | $66,388 | $174,379-61.9% | $152,093-56.4% | $138,895-52.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.30% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,444 | $4,652-47.5% | $4,175-41.5% | $4,194-41.7% |
| Participant deferral / active EE | $8,038 | $6,159+30.5% | $5,451+47.4% | $6,396+25.7% |
| Admin fee / account holder | $786 | $16,880-95.3% | $14,497-94.6% | $12,562-93.7% |