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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 | $64,406 | $156,398-58.8% | $147,318-56.3% | $138,895-53.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.30% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $6,327 | $4,853+30.4% | $4,593+37.8% | $4,194+50.8% |
| Participant deferral / active EE | $18,629 | $8,237+126.1% | $7,906+135.6% | $6,396+191.2% |
| Admin fee / account holder | $1,259 | $14,976-91.6% | $13,708-90.8% | $12,562-90.0% |