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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 | $55,123 | $162,136-66.0% | $152,301-63.8% | $154,746-64.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.39% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,098 | $4,890-57.1% | $4,624-54.6% | $4,379-52.1% |
| Participant deferral / active EE | $15,500 | $8,341+85.8% | $8,004+93.7% | $6,730+130.3% |
| Admin fee / account holder | $346 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |