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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 | $62,449 | $106,280-41.2% | $96,538-35.3% | $139,487-55.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 35.04% | 38.48%-3.4pp | 35.74%-0.7pp | 373.84%-338.8pp |
| Employer contribution / active EE | $13,245 | $4,107+222.5% | $3,740+254.1% | $4,755+178.6% |
| Participant deferral / active EE | $2,609 | $5,457-52.2% | $4,880-46.5% | $6,713-61.1% |
| Admin fee / account holder | $374 | $7,888-95.3% | $6,737-94.4% | $11,407-96.7% |