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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 | $68,573 | $154,228-55.5% | $145,433-52.8% | $137,256-50.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.83% | 74.59%-53.8pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $11,619 | $4,804+141.9% | $4,554+155.1% | $4,156+179.6% |
| Participant deferral / active EE | $23,637 | $8,216+187.7% | $7,897+199.3% | $6,407+268.9% |
| Admin fee / account holder | $1,408 | $14,344-90.2% | $13,129-89.3% | $12,270-88.5% |