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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 | $49,297 | $156,398-68.5% | $147,318-66.5% | $138,895-64.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.97% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,368 | $4,853-30.6% | $4,593-26.7% | $4,194-19.7% |
| Participant deferral / active EE | $10,393 | $8,237+26.2% | $7,906+31.4% | $6,396+62.5% |
| Admin fee / account holder | $5,329 | $14,976-64.4% | $13,708-61.1% | $12,562-57.6% |