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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 | $50,536 | $183,539-72.5% | $155,556-67.5% | $145,897-65.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.06% | 61.31%-52.2pp | 64.84%-55.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $5,018 | $5,315-5.6% | $4,675+7.3% | $4,663+7.6% |
| Participant deferral / active EE | $7,006 | $6,467+8.3% | $5,631+24.4% | $6,689+4.7% |
| Admin fee / account holder | $364 | $19,275-98.1% | $15,885-97.7% | $13,390-97.3% |