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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 | $50,091 | $162,136-69.1% | $152,301-67.1% | $154,746-67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.76% | 91.02%-64.3pp | 80.50%-53.7pp | 172.34%-145.6pp |
| Employer contribution / active EE | $15,237 | $4,890+211.6% | $4,624+229.5% | $4,379+248.0% |
| Participant deferral / active EE | $5,973 | $8,341-28.4% | $8,004-25.4% | $6,730-11.2% |
| Admin fee / account holder | $3,504 | $15,759-77.8% | $14,398-75.7% | $14,365-75.6% |