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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 | $52,108 | $156,398-66.7% | $147,318-64.6% | $138,895-62.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.99% | 78.75%-61.8pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,770 | $4,853-42.9% | $4,593-39.7% | $4,194-34.0% |
| Participant deferral / active EE | $9,168 | $8,237+11.3% | $7,906+16.0% | $6,396+43.3% |
| Admin fee / account holder | $10,549 | $14,976-29.6% | $13,708-23.0% | $12,562-16.0% |