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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 | $51,477 | $183,592-72.0% | $155,574-66.9% | $145,877-64.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,566 | $5,317-70.5% | $4,676-66.5% | $4,663-66.4% |
| Participant deferral / active EE | $4,773 | $6,466-26.2% | $5,629-15.2% | $6,691-28.7% |
| Admin fee / account holder | $391 | $19,316-98.0% | $15,914-97.5% | $13,402-97.1% |