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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 | $49,283 | $212,386-76.8% | $199,883-75.3% | $138,895-64.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.12% | 47.75%-26.6pp | 43.81%-22.7pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,996 | $6,625-69.9% | $6,261-68.1% | $4,194-52.4% |
| Participant deferral / active EE | $7,583 | $9,617-21.1% | $9,138-17.0% | $6,396+18.6% |
| Admin fee / account holder | $1,583 | $18,233-91.3% | $17,268-90.8% | $12,562-87.4% |