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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 | $92,878 | $174,379-46.7% | $152,093-38.9% | $138,895-33.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.16% | 74.86%-49.7pp | 66.36%-41.2pp | 145.39%-120.2pp |
| Employer contribution / active EE | $2,265 | $4,652-51.3% | $4,175-45.8% | $4,194-46.0% |
| Participant deferral / active EE | $5,659 | $6,159-8.1% | $5,451+3.8% | $6,396-11.5% |
| Admin fee / account holder | $8,199 | $16,880-51.4% | $14,497-43.4% | $12,562-34.7% |