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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 | $25,603 | $107,666-76.2% | $102,184-74.9% | $154,746-83.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 24.88% | 29.33%-4.5pp | 31.58%-6.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $2,810 | $3,846-26.9% | $3,594-21.8% | $4,379-35.8% |
| Participant deferral / active EE | $9,723 | $8,719+11.5% | $8,309+17.0% | $6,730+44.5% |
| Admin fee / account holder | $827 | $12,943-93.6% | $11,609-92.9% | $14,365-94.2% |