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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 | $154,228-68.0% | $145,433-66.0% | $137,256-64.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.11% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,759 | $4,804-21.7% | $4,554-17.5% | $4,156-9.5% |
| Participant deferral / active EE | $10,162 | $8,216+23.7% | $7,897+28.7% | $6,407+58.6% |
| Admin fee / account holder | $12,704 | $14,344-11.4% | $13,129-3.2% | $12,270+3.5% |