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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 | $45,838 | $148,629-69.2% | $135,982-66.3% | $139,487-67.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.15% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $4,257 | $5,247-18.9% | $4,859-12.4% | $4,755-10.5% |
| Participant deferral / active EE | $8,403 | $8,102+3.7% | $7,760+8.3% | $6,713+25.2% |
| Admin fee / account holder | $457 | $12,406-96.3% | $10,767-95.8% | $11,407-96.0% |