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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 | $52,476 | $202,463-74.1% | $169,397-69.0% | $139,487-62.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.46% | 532.64%-511.2pp | 406.23%-384.8pp | 373.84%-352.4pp |
| Employer contribution / active EE | $1,176 | $4,694-74.9% | $4,013-70.7% | $4,755-75.3% |
| Participant deferral / active EE | $13,769 | $6,941+98.4% | $6,223+121.3% | $6,713+105.1% |
| Admin fee / account holder | $385 | $10,726-96.4% | $9,017-95.7% | $11,407-96.6% |