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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 | $58,253 | $117,829-50.6% | $102,423-43.1% | $145,877-60.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 32.56% | 31.83%+0.7pp | 29.42%+3.1pp | 551.28%-518.7pp |
| Employer contribution / active EE | $4,584 | $3,615+26.8% | $3,023+51.6% | $4,663-1.7% |
| Participant deferral / active EE | $13,693 | $5,732+138.9% | $5,054+170.9% | $6,691+104.7% |
| Admin fee / account holder | $15,348 | $13,335+15.1% | $9,455+62.3% | $13,402+14.5% |