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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 | $48,483 | $162,136-70.1% | $152,301-68.2% | $154,746-68.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 42.04% | 91.02%-49.0pp | 80.50%-38.5pp | 172.34%-130.3pp |
| Employer contribution / active EE | $3,923 | $4,890-19.8% | $4,624-15.2% | $4,379-10.4% |
| Participant deferral / active EE | $12,521 | $8,341+50.1% | $8,004+56.4% | $6,730+86.0% |
| Admin fee / account holder | $2,349 | $15,759-85.1% | $14,398-83.7% | $14,365-83.6% |