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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 | $62,442 | $181,062-65.5% | $158,223-60.5% | $155,188-59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.56% | 57.39%-46.8pp | 52.09%-41.5pp | 148.84%-138.3pp |
| Employer contribution / active EE | $5,573 | $4,565+22.1% | $4,109+35.6% | $4,248+31.2% |
| Participant deferral / active EE | $5,748 | $6,134-6.3% | $5,467+5.1% | $6,531-12.0% |
| Admin fee / account holder | $592 | $18,825-96.9% | $16,047-96.3% | $14,480-95.9% |