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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 | $48,637 | $175,231-72.2% | $149,696-67.5% | $139,466-65.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.34% | 166.77%-145.4pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $5,379 | $5,478-1.8% | $4,821+11.6% | $4,754+13.1% |
| Participant deferral / active EE | $12,844 | $6,521+97.0% | $5,682+126.0% | $6,712+91.4% |
| Admin fee / account holder | $977 | $16,155-94.0% | $13,212-92.6% | $11,409-91.4% |