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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 | $174,379-70.8% | $152,093-66.5% | $138,895-63.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.43% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,177 | $4,652-31.7% | $4,175-23.9% | $4,194-24.2% |
| Participant deferral / active EE | $6,651 | $6,159+8.0% | $5,451+22.0% | $6,396+4.0% |
| Admin fee / account holder | $394 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |