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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 | $52,231 | $217,432-76.0% | $185,849-71.9% | $167,536-68.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.79% | 148.42%-132.6pp | 122.10%-106.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $4,220 | $5,875-28.2% | $5,169-18.3% | $4,839-12.8% |
| Participant deferral / active EE | $3,805 | $6,357-40.2% | $5,569-31.7% | $6,342-40.0% |
| Admin fee / account holder | $586 | $19,818-97.0% | $16,244-96.4% | $12,315-95.2% |