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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 | $51,995 | $183,592-71.7% | $155,574-66.6% | $145,877-64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,479 | $5,317-53.4% | $4,676-47.0% | $4,663-46.8% |
| Participant deferral / active EE | $5,491 | $6,466-15.1% | $5,629-2.5% | $6,691-17.9% |
| Admin fee / account holder | $19,843 | $19,316+2.7% | $15,914+24.7% | $13,402+48.1% |