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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 | $48,669 | $162,136-70.0% | $152,301-68.0% | $154,746-68.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 45.10% | 91.02%-45.9pp | 80.50%-35.4pp | 172.34%-127.2pp |
| Employer contribution / active EE | $3,063 | $4,890-37.4% | $4,624-33.8% | $4,379-30.1% |
| Participant deferral / active EE | $9,960 | $8,341+19.4% | $8,004+24.4% | $6,730+48.0% |
| Admin fee / account holder | $5,685 | $15,759-63.9% | $14,398-60.5% | $14,365-60.4% |