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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 | $64,628 | $162,136-60.1% | $152,301-57.6% | $154,746-58.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.27% | 91.02%-69.8pp | 80.50%-59.2pp | 172.34%-151.1pp |
| Employer contribution / active EE | $3,711 | $4,890-24.1% | $4,624-19.7% | $4,379-15.3% |
| Participant deferral / active EE | $13,460 | $8,341+61.4% | $8,004+68.2% | $6,730+100.0% |
| Admin fee / account holder | $6,327 | $15,759-59.9% | $14,398-56.1% | $14,365-56.0% |