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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 | $58,702 | $115,917-49.4% | $100,535-41.6% | $158,982-63.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.30% | 34.80%-15.5pp | 30.90%-11.6pp | 302.99%-283.7pp |
| Employer contribution / active EE | $3,717 | $4,105-9.5% | $3,419+8.7% | $4,763-22.0% |
| Participant deferral / active EE | $14,047 | $6,677+110.4% | $6,271+124.0% | $5,983+134.8% |
| Admin fee / account holder | $503 | $11,002-95.4% | $8,085-93.8% | $11,252-95.5% |