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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 | $48,506 | $152,460-68.2% | $118,746-59.2% | $147,586-67.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.13% | 17.41%-2.3pp | 24.54%-9.4pp | 578.59%-563.5pp |
| Employer contribution / active EE | $3,526 | $5,046-30.1% | $4,193-15.9% | $4,876-27.7% |
| Participant deferral / active EE | $5,068 | $6,212-18.4% | $5,332-4.9% | $5,439-6.8% |
| Admin fee / account holder | $16,555 | $16,953-2.3% | $10,720+54.4% | $10,886+52.1% |