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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 | $50,567 | $154,228-67.2% | $145,433-65.2% | $137,256-63.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.43% | 74.59%-49.2pp | 66.58%-41.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $6,424 | $4,804+33.7% | $4,554+41.0% | $4,156+54.6% |
| Participant deferral / active EE | $14,062 | $8,216+71.1% | $7,897+78.1% | $6,407+119.5% |
| Admin fee / account holder | $908 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |