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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 | $21,693 | $154,228-85.9% | $145,433-85.1% | $137,256-84.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 50.46% | 74.59%-24.1pp | 66.58%-16.1pp | 220.34%-169.9pp |
| Employer contribution / active EE | $2,684 | $4,804-44.1% | $4,554-41.1% | $4,156-35.4% |
| Participant deferral / active EE | $8,283 | $8,216+0.8% | $7,897+4.9% | $6,407+29.3% |
| Admin fee / account holder | $4,277 | $14,344-70.2% | $13,129-67.4% | $12,270-65.1% |