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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 | $64,562 | $156,398-58.7% | $147,318-56.2% | $138,895-53.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.42% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $5,863 | $4,853+20.8% | $4,593+27.7% | $4,194+39.8% |
| Participant deferral / active EE | $12,664 | $8,237+53.7% | $7,906+60.2% | $6,396+98.0% |
| Admin fee / account holder | $3,505 | $14,976-76.6% | $13,708-74.4% | $12,562-72.1% |