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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 | $156,398-69.0% | $147,318-67.1% | $138,895-65.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 42.04% | 78.75%-36.7pp | 70.43%-28.4pp | 145.39%-103.4pp |
| Employer contribution / active EE | $3,923 | $4,853-19.2% | $4,593-14.6% | $4,194-6.5% |
| Participant deferral / active EE | $12,521 | $8,237+52.0% | $7,906+58.4% | $6,396+95.8% |
| Admin fee / account holder | $2,349 | $14,976-84.3% | $13,708-82.9% | $12,562-81.3% |