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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 | $70,103 | $172,111-59.3% | $150,298-53.4% | $137,256-48.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.65% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,165 | $4,636+11.4% | $4,154+24.3% | $4,156+24.3% |
| Participant deferral / active EE | $5,522 | $6,166-10.4% | $5,453+1.3% | $6,407-13.8% |
| Admin fee / account holder | $26,380 | $16,471+60.2% | $14,116+86.9% | $12,270+115.0% |