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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 | $154,228-68.6% | $145,433-66.7% | $137,256-64.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 42.04% | 74.59%-32.5pp | 66.58%-24.5pp | 220.34%-178.3pp |
| Employer contribution / active EE | $3,923 | $4,804-18.3% | $4,554-13.9% | $4,156-5.6% |
| Participant deferral / active EE | $12,521 | $8,216+52.4% | $7,897+58.5% | $6,407+95.4% |
| Admin fee / account holder | $2,349 | $14,344-83.6% | $13,129-82.1% | $12,270-80.9% |