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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 | $73,970 | $162,136-54.4% | $152,301-51.4% | $154,746-52.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.20% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $6,053 | $4,890+23.8% | $4,624+30.9% | $4,379+38.2% |
| Participant deferral / active EE | $23,394 | $8,341+180.5% | $8,004+192.3% | $6,730+247.6% |
| Admin fee / account holder | $21,816 | $15,759+38.4% | $14,398+51.5% | $14,365+51.9% |