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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 | $52,079 | $176,120-70.4% | $159,487-67.3% | $167,553-68.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.46% | 331.95%-321.5pp | 263.71%-253.2pp | 478.89%-468.4pp |
| Employer contribution / active EE | $3,309 | $5,299-37.6% | $4,831-31.5% | $4,840-31.6% |
| Participant deferral / active EE | $6,403 | $7,752-17.4% | $7,354-12.9% | $6,343+0.9% |
| Admin fee / account holder | $3,223 | $12,561-74.3% | $10,804-70.2% | $12,316-73.8% |