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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 | $35,611 | $156,398-77.2% | $147,318-75.8% | $138,895-74.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.02% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $4,436 | $4,853-8.6% | $4,593-3.4% | $4,194+5.8% |
| Participant deferral / active EE | $10,871 | $8,237+32.0% | $7,906+37.5% | $6,396+70.0% |
| Admin fee / account holder | $3,864 | $14,976-74.2% | $13,708-71.8% | $12,562-69.2% |