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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 | $80,099 | $154,228-48.1% | $145,433-44.9% | $137,256-41.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.26% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,888 | $4,804-60.7% | $4,554-58.5% | $4,156-54.6% |
| Participant deferral / active EE | $7,160 | $8,216-12.9% | $7,897-9.3% | $6,407+11.8% |
| Admin fee / account holder | $1,098 | $14,344-92.3% | $13,129-91.6% | $12,270-91.0% |