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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 | $50,413 | $183,516-72.5% | $155,534-67.6% | $145,884-65.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.00% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,941 | $5,315-63.5% | $4,675-58.5% | $4,662-58.4% |
| Participant deferral / active EE | $11,035 | $6,467+70.6% | $5,630+96.0% | $6,690+64.9% |
| Admin fee / account holder | $560 | $19,293-97.1% | $15,900-96.5% | $13,392-95.8% |