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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 | $50,905 | $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 | 20.93% | 69.37%-48.4pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,029 | $4,636-77.8% | $4,154-75.2% | $4,156-75.2% |
| Participant deferral / active EE | $6,774 | $6,166+9.9% | $5,453+24.2% | $6,407+5.7% |
| Admin fee / account holder | $341 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |