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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 | $50,968 | $172,111-70.4% | $150,298-66.1% | $137,256-62.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.43% | 69.37%-50.9pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,177 | $4,636-31.5% | $4,154-23.5% | $4,156-23.5% |
| Participant deferral / active EE | $6,651 | $6,166+7.9% | $5,453+22.0% | $6,407+3.8% |
| Admin fee / account holder | $394 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |