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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 | $37,443 | $176,105-78.7% | $159,474-76.5% | $167,536-77.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.36% | 331.91%-320.5pp | 263.68%-252.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $4,074 | $5,299-23.1% | $4,831-15.7% | $4,839-15.8% |
| Participant deferral / active EE | $12,894 | $7,751+66.3% | $7,353+75.4% | $6,342+103.3% |
| Admin fee / account holder | $489 | $12,559-96.1% | $10,802-95.5% | $12,315-96.0% |