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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 | $35,926 | $181,896-80.2% | $156,551-77.1% | $273,972-86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 114.46% | 30.74%+83.7pp | 32.23%+82.2pp | 41.46%+73.0pp |
| Employer contribution / active EE | $4,623 | $6,248-26.0% | $5,501-16.0% | $4,869-5.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,827 | $15,560+8.1% | $13,028+29.2% | $10,133+66.1% |