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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 | $41,953 | $156,398-73.2% | $147,318-71.5% | $138,895-69.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.65% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $4,220 | $4,853-13.0% | $4,593-8.1% | $4,194+0.6% |
| Participant deferral / active EE | $5,104 | $8,237-38.0% | $7,906-35.5% | $6,396-20.2% |
| Admin fee / account holder | $7,299 | $14,976-51.3% | $13,708-46.8% | $12,562-41.9% |