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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 | $68,278 | $181,062-62.3% | $158,223-56.8% | $155,188-56.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.42% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $12,738 | $4,565+179.1% | $4,109+210.0% | $4,248+199.9% |
| Participant deferral / active EE | $6,508 | $6,134+6.1% | $5,467+19.1% | $6,531-0.3% |
| Admin fee / account holder | $1,366 | $18,825-92.7% | $16,047-91.5% | $14,480-90.6% |