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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 | $44,862 | $115,814-61.3% | $101,275-55.7% | $158,982-71.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.88% | 56.16%-26.3pp | 46.48%-16.6pp | 302.99%-273.1pp |
| Employer contribution / active EE | $4,593 | $4,176+10.0% | $3,660+25.5% | $4,763-3.6% |
| Participant deferral / active EE | $5,324 | $4,958+7.4% | $4,371+21.8% | $5,983-11.0% |
| Admin fee / account holder | $373 | $7,249-94.9% | $5,948-93.7% | $11,252-96.7% |