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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 | $69,063 | $154,228-55.2% | $145,433-52.5% | $137,256-49.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.17% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $7,709 | $4,804+60.5% | $4,554+69.3% | $4,156+85.5% |
| Participant deferral / active EE | $10,119 | $8,216+23.2% | $7,897+28.1% | $6,407+57.9% |
| Admin fee / account holder | $12,300 | $14,344-14.2% | $13,129-6.3% | $12,270+0.2% |