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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 | $47,721 | $209,425-77.2% | $178,499-73.3% | $158,966-70.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.52% | 188.80%-179.3pp | 151.10%-141.6pp | 302.95%-293.4pp |
| Employer contribution / active EE | $4,030 | $5,707-29.4% | $5,011-19.6% | $4,762-15.4% |
| Participant deferral / active EE | $5,482 | $5,955-7.9% | $5,202+5.4% | $5,983-8.4% |
| Admin fee / account holder | $688 | $17,078-96.0% | $13,986-95.1% | $11,250-93.9% |