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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 | $51,875 | $183,592-71.7% | $155,574-66.7% | $145,877-64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.81% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $4,871 | $5,317-8.4% | $4,676+4.2% | $4,663+4.5% |
| Participant deferral / active EE | $5,406 | $6,466-16.4% | $5,629-4.0% | $6,691-19.2% |
| Admin fee / account holder | $1,155 | $19,316-94.0% | $15,914-92.7% | $13,402-91.4% |