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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 | $51,811 | $100,970-48.7% | $96,576-46.4% | $137,256-62.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 38.51% | 38.16%+0.3pp | 38.47%0pp | 220.34%-181.8pp |
| Employer contribution / active EE | $9,402 | $3,809+146.8% | $3,553+164.6% | $4,156+126.2% |
| Participant deferral / active EE | $19,587 | $8,286+136.4% | $7,956+146.2% | $6,407+205.7% |
| Admin fee / account holder | $2,382 | $11,312-78.9% | $11,381-79.1% | $12,270-80.6% |