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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 | $52,513 | $185,312-71.7% | $161,489-67.5% | $154,746-66.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.33% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,154 | $4,769-54.8% | $4,268-49.5% | $4,379-50.8% |
| Participant deferral / active EE | $4,719 | $6,350-25.7% | $5,630-16.2% | $6,730-29.9% |
| Admin fee / account holder | $1,581 | $18,654-91.5% | $16,006-90.1% | $14,365-89.0% |