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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 | $57,162 | $165,381-65.4% | $149,730-61.8% | $158,966-64.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.01% | 348.29%-317.3pp | 276.70%-245.7pp | 302.95%-271.9pp |
| Employer contribution / active EE | $4,841 | $5,104-5.2% | $4,645+4.2% | $4,762+1.6% |
| Participant deferral / active EE | $13,750 | $7,182+91.4% | $6,843+100.9% | $5,983+129.8% |
| Admin fee / account holder | $2,757 | $10,809-74.5% | $9,310-70.4% | $11,250-75.5% |