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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 | $35,222 | $209,336-83.2% | $197,124-82.1% | $137,256-74.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.27% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,908 | $6,591-55.9% | $6,227-53.3% | $4,156-30.0% |
| Participant deferral / active EE | $3,705 | $9,614-61.5% | $9,135-59.4% | $6,407-42.2% |
| Admin fee / account holder | $6,718 | $17,308-61.2% | $16,298-58.8% | $12,270-45.2% |