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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 | $53,992 | $209,336-74.2% | $197,124-72.6% | $137,256-60.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.25% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,782 | $6,591-57.8% | $6,227-55.3% | $4,156-33.1% |
| Participant deferral / active EE | $10,634 | $9,614+10.6% | $9,135+16.4% | $6,407+66.0% |
| Admin fee / account holder | $264,623 | $17,308+1428.9% | $16,298+1523.6% | $12,270+2056.6% |