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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 | $46,181 | $154,228-70.1% | $145,433-68.2% | $137,256-66.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.85% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,605 | $4,804+16.7% | $4,554+23.1% | $4,156+34.9% |
| Participant deferral / active EE | $9,152 | $8,216+11.4% | $7,897+15.9% | $6,407+42.8% |
| Admin fee / account holder | $1,122 | $14,344-92.2% | $13,129-91.5% | $12,270-90.9% |