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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 | $52,561 | $176,838-70.3% | $146,685-64.2% | $167,518-68.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.81% | 24.04%-12.2pp | 22.75%-10.9pp | 478.71%-466.9pp |
| Employer contribution / active EE | $2,100 | $5,161-59.3% | $4,137-49.2% | $4,838-56.6% |
| Participant deferral / active EE | $2,735 | $6,441-57.5% | $5,507-50.3% | $6,342-56.9% |
| Admin fee / account holder | $399 | $13,262-97.0% | $10,281-96.1% | $12,312-96.8% |