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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 | $51,545 | $183,592-71.9% | $155,567-66.9% | $145,959-64.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.26% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $6,081 | $5,315+14.4% | $4,674+30.1% | $4,661+30.5% |
| Participant deferral / active EE | $5,192 | $6,464-19.7% | $5,628-7.7% | $6,689-22.4% |
| Admin fee / account holder | $2,614 | $19,318-86.5% | $15,916-83.6% | $13,398-80.5% |