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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 | $34,008 | $174,379-80.5% | $152,093-77.6% | $138,895-75.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.33% | 74.86%-54.5pp | 66.36%-46.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $2,494 | $4,652-46.4% | $4,175-40.2% | $4,194-40.5% |
| Participant deferral / active EE | $6,598 | $6,159+7.1% | $5,451+21.0% | $6,396+3.2% |
| Admin fee / account holder | $5,549 | $16,880-67.1% | $14,497-61.7% | $12,562-55.8% |