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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 | $50,605 | $176,071-71.3% | $159,450-68.3% | $167,497-69.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.94% | 331.79%-318.8pp | 263.60%-250.7pp | 478.62%-465.7pp |
| Employer contribution / active EE | $4,488 | $5,298-15.3% | $4,830-7.1% | $4,838-7.2% |
| Participant deferral / active EE | $9,470 | $7,750+22.2% | $7,352+28.8% | $6,341+49.3% |
| Admin fee / account holder | $464 | $12,555-96.3% | $10,800-95.7% | $12,310-96.2% |