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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 | $77,429 | $183,592-57.8% | $155,574-50.2% | $145,877-46.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $5,488 | $5,317+3.2% | $4,676+17.4% | $4,663+17.7% |
| Participant deferral / active EE | $7,263 | $6,466+12.3% | $5,629+29.0% | $6,691+8.5% |
| Admin fee / account holder | $2,091 | $19,316-89.2% | $15,914-86.9% | $13,402-84.4% |