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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 | $82,587 | $154,228-46.5% | $145,433-43.2% | $137,256-39.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.73% | 74.59%-58.9pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $32,489 | $4,804+576.3% | $4,554+613.3% | $4,156+681.7% |
| Participant deferral / active EE | $70,338 | $8,216+756.1% | $7,897+790.7% | $6,407+997.9% |
| Admin fee / account holder | $53,875 | $14,344+275.6% | $13,129+310.4% | $12,270+339.1% |