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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 | $35,965 | $154,228-76.7% | $145,433-75.3% | $137,256-73.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.37% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $853 | $4,804-82.2% | $4,554-81.3% | $4,156-79.5% |
| Participant deferral / active EE | $7,926 | $8,216-3.5% | $7,897+0.4% | $6,407+23.7% |
| Admin fee / account holder | $402 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |