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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 | $57,114 | $162,136-64.8% | $152,301-62.5% | $154,746-63.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.20% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,560 | $4,890-47.7% | $4,624-44.6% | $4,379-41.5% |
| Participant deferral / active EE | $5,121 | $8,341-38.6% | $8,004-36.0% | $6,730-23.9% |
| Admin fee / account holder | $9,412 | $15,759-40.3% | $14,398-34.6% | $14,365-34.5% |