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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 | $87,795 | $174,379-49.7% | $152,093-42.3% | $138,895-36.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.04% | 74.86%-49.8pp | 66.36%-41.3pp | 145.39%-120.4pp |
| Employer contribution / active EE | $11,947 | $4,652+156.8% | $4,175+186.2% | $4,194+184.8% |
| Participant deferral / active EE | $6,993 | $6,159+13.5% | $5,451+28.3% | $6,396+9.3% |
| Admin fee / account holder | $1,586 | $16,880-90.6% | $14,497-89.1% | $12,562-87.4% |