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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 | $50,356 | $183,592-72.6% | $155,567-67.6% | $145,959-65.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.32% | 61.24%-33.9pp | 64.74%-37.4pp | 561.95%-534.6pp |
| Employer contribution / active EE | $8,781 | $5,315+65.2% | $4,674+87.9% | $4,661+88.4% |
| Participant deferral / active EE | $6,815 | $6,464+5.4% | $5,628+21.1% | $6,689+1.9% |
| Admin fee / account holder | $1,143 | $19,318-94.1% | $15,916-92.8% | $13,398-91.5% |