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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 | $52,682 | $165,361-68.1% | $149,715-64.8% | $158,950-66.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.67% | 348.24%-338.6pp | 276.66%-267.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $1,860 | $5,103-63.5% | $4,645-59.9% | $4,762-60.9% |
| Participant deferral / active EE | $7,162 | $7,182-0.3% | $6,842+4.7% | $5,983+19.7% |
| Admin fee / account holder | $1,048 | $10,808-90.3% | $9,310-88.7% | $11,248-90.7% |