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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 | $59,186 | $103,393-42.8% | $87,103-32.0% | $152,909-61.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.76% | 28.10%-5.3pp | 28.19%-5.4pp | 345.46%-322.7pp |
| Employer contribution / active EE | $3,182 | $3,221-1.2% | $2,521+26.2% | $4,764-33.2% |
| Participant deferral / active EE | $5,711 | $4,778+19.5% | $4,049+41.1% | $5,851-2.4% |
| Admin fee / account holder | $13,566 | $12,195+11.2% | $7,491+81.1% | $11,601+16.9% |