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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 | $38,620 | $183,516-79.0% | $155,534-75.2% | $145,884-73.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.74% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,141 | $5,315-22.1% | $4,675-11.4% | $4,662-11.2% |
| Participant deferral / active EE | $2,880 | $6,467-55.5% | $5,630-48.8% | $6,690-56.9% |
| Admin fee / account holder | $5,971 | $19,293-69.1% | $15,900-62.4% | $13,392-55.4% |