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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 | $45,144 | $211,288-78.6% | $178,540-74.7% | $145,884-69.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.33% | 30.27%-8.9pp | 27.15%-5.8pp | 551.85%-530.5pp |
| Employer contribution / active EE | $1,671 | $4,574-63.5% | $3,953-57.7% | $4,662-64.2% |
| Participant deferral / active EE | $11,118 | $6,967+59.6% | $6,281+77.0% | $6,690+66.2% |
| Admin fee / account holder | $1,220 | $12,105-89.9% | $10,424-88.3% | $13,392-90.9% |