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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 | $49,414 | $162,136-69.5% | $152,301-67.6% | $154,746-68.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.11% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,759 | $4,890-23.1% | $4,624-18.7% | $4,379-14.2% |
| Participant deferral / active EE | $10,162 | $8,341+21.8% | $8,004+27.0% | $6,730+51.0% |
| Admin fee / account holder | $12,704 | $15,759-19.4% | $14,398-11.8% | $14,365-11.6% |