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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 | $58,160 | $210,908-72.4% | $153,643-62.1% | $145,884-60.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.06% | 13.46%-4.4pp | 15.71%-6.6pp | 551.85%-542.8pp |
| Employer contribution / active EE | $4,800 | $6,055-20.7% | $5,039-4.7% | $4,662+3.0% |
| Participant deferral / active EE | $2,340 | $7,976-70.7% | $6,754-65.4% | $6,690-65.0% |
| Admin fee / account holder | $1,004 | $19,477-94.8% | $12,739-92.1% | $13,392-92.5% |