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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 | $33,381 | $183,592-81.8% | $155,574-78.5% | $145,877-77.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,165 | $5,317-40.5% | $4,676-32.3% | $4,663-32.1% |
| Participant deferral / active EE | $9,627 | $6,466+48.9% | $5,629+71.0% | $6,691+43.9% |
| Admin fee / account holder | $517 | $19,316-97.3% | $15,914-96.8% | $13,402-96.1% |