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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 | $56,478 | $135,956-58.5% | $123,894-54.4% | $273,970-79.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.63% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,907 | $5,170-63.1% | $4,617-58.7% | $4,869-60.8% |
| Participant deferral / active EE | $5,450 | $6,343-14.1% | $5,984-8.9% | $5,287+3.1% |
| Admin fee / account holder | $449 | $9,817-95.4% | $8,357-94.6% | $10,132-95.6% |