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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 | $196,972-75.4% | $182,262-73.4% | $198,609-75.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 42.04% | 158.27%-116.2pp | 140.60%-98.6pp | 202.70%-160.7pp |
| Employer contribution / active EE | $3,923 | $5,364-26.9% | $5,046-22.3% | $5,055-22.4% |
| Participant deferral / active EE | $12,521 | $8,643+44.9% | $8,276+51.3% | $6,977+79.5% |
| Admin fee / account holder | $2,349 | $18,429-87.3% | $16,712-85.9% | $19,030-87.7% |