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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 | $68,066 | $154,228-55.9% | $145,433-53.2% | $137,256-50.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.44% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $4,472 | $4,804-6.9% | $4,554-1.8% | $4,156+7.6% |
| Participant deferral / active EE | $20,182 | $8,216+145.6% | $7,897+155.5% | $6,407+215.0% |
| Admin fee / account holder | $3,941 | $14,344-72.5% | $13,129-70.0% | $12,270-67.9% |