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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 | $51,023 | $112,131-54.5% | $95,964-46.8% | $158,982-67.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.21% | 171.19%-154.0pp | 91.64%-74.4pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,932 | $3,199-39.6% | $2,541-24.0% | $4,763-59.4% |
| Participant deferral / active EE | $6,821 | $4,784+42.6% | $4,167+63.7% | $5,983+14.0% |
| Admin fee / account holder | $306 | $10,136-97.0% | $6,797-95.5% | $11,252-97.3% |