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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 | $88,026 | $165,361-46.8% | $149,715-41.2% | $158,950-44.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.39% | 348.24%-330.8pp | 276.66%-259.3pp | 302.91%-285.5pp |
| Employer contribution / active EE | $2,945 | $5,103-42.3% | $4,645-36.6% | $4,762-38.2% |
| Participant deferral / active EE | $11,636 | $7,182+62.0% | $6,842+70.1% | $5,983+94.5% |
| Admin fee / account holder | $1,198 | $10,808-88.9% | $9,310-87.1% | $11,248-89.4% |