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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 | $57,907 | $197,603-70.7% | $177,827-67.4% | $158,950-63.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.46% | 58.76%-42.3pp | 48.32%-31.9pp | 302.91%-286.4pp |
| Employer contribution / active EE | $3,430 | $6,698-48.8% | $5,918-42.1% | $4,762-28.0% |
| Participant deferral / active EE | $28,500 | $8,404+239.1% | $7,713+269.5% | $5,983+376.4% |
| Admin fee / account holder | $144,235 | $15,402+836.5% | $12,429+1060.5% | $11,248+1182.3% |