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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 | $51,635 | $185,312-72.1% | $161,489-68.0% | $154,746-66.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 240.79% | 103.84%+137.0pp | 89.72%+151.1pp | 172.34%+68.5pp |
| Employer contribution / active EE | $3,547 | $4,769-25.6% | $4,268-16.9% | $4,379-19.0% |
| Participant deferral / active EE | $6,494 | $6,350+2.3% | $5,630+15.4% | $6,730-3.5% |
| Admin fee / account holder | $862 | $18,654-95.4% | $16,006-94.6% | $14,365-94.0% |