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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 | $25,980 | $102,609-74.7% | $98,090-73.5% | $138,895-81.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 36.32% | 36.44%-0.1pp | 37.05%-0.7pp | 145.39%-109.1pp |
| Employer contribution / active EE | $2,277 | $3,867-41.1% | $3,606-36.9% | $4,194-45.7% |
| Participant deferral / active EE | $7,860 | $8,167-3.8% | $7,845+0.2% | $6,396+22.9% |
| Admin fee / account holder | $7,694 | $11,434-32.7% | $11,815-34.9% | $12,562-38.8% |