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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 | $51,751 | $97,765-47.1% | $103,486-50.0% | $145,884-64.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 25.44%-12.3pp | 23.93%-10.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,949 | $4,687-37.1% | $4,679-37.0% | $4,662-36.7% |
| Participant deferral / active EE | $3,253 | $6,606-50.8% | $6,628-50.9% | $6,690-51.4% |
| Admin fee / account holder | $496 | $12,505-96.0% | $9,354-94.7% | $13,392-96.3% |