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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 | $50,955 | $156,398-67.4% | $147,318-65.4% | $138,895-63.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.89% | 78.75%-57.9pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $4,962 | $4,853+2.2% | $4,593+8.0% | $4,194+18.3% |
| Participant deferral / active EE | $10,319 | $8,237+25.3% | $7,906+30.5% | $6,396+61.3% |
| Admin fee / account holder | $465 | $14,976-96.9% | $13,708-96.6% | $12,562-96.3% |