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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 | $67,007 | $156,398-57.2% | $147,318-54.5% | $138,895-51.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.76% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.6pp |
| Employer contribution / active EE | $3,587 | $4,853-26.1% | $4,593-21.9% | $4,194-14.5% |
| Participant deferral / active EE | $11,157 | $8,237+35.4% | $7,906+41.1% | $6,396+74.4% |
| Admin fee / account holder | $444 | $14,976-97.0% | $13,708-96.8% | $12,562-96.5% |