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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 | $60,347 | $154,228-60.9% | $145,433-58.5% | $137,256-56.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.94% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $8,655 | $4,804+80.2% | $4,554+90.0% | $4,156+108.3% |
| Participant deferral / active EE | $20,199 | $8,216+145.8% | $7,897+155.8% | $6,407+215.3% |
| Admin fee / account holder | $7,930 | $14,344-44.7% | $13,129-39.6% | $12,270-35.4% |