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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 | $47,172 | $165,381-71.5% | $149,730-68.5% | $158,966-70.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.96% | 348.29%-322.3pp | 276.70%-250.7pp | 302.95%-277.0pp |
| Employer contribution / active EE | $2,471 | $5,104-51.6% | $4,645-46.8% | $4,762-48.1% |
| Participant deferral / active EE | $11,736 | $7,182+63.4% | $6,843+71.5% | $5,983+96.1% |
| Admin fee / account holder | $1,908 | $10,809-82.4% | $9,310-79.5% | $11,250-83.0% |