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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 | $86,039 | $156,398-45.0% | $147,318-41.6% | $138,895-38.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.08% | 78.75%-55.7pp | 70.43%-47.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $4,071 | $4,853-16.1% | $4,593-11.4% | $4,194-3.0% |
| Participant deferral / active EE | $9,737 | $8,237+18.2% | $7,906+23.2% | $6,396+52.2% |
| Admin fee / account holder | $929 | $14,976-93.8% | $13,708-93.2% | $12,562-92.6% |