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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 | $56,032 | $223,823-75.0% | $211,142-73.5% | $154,746-63.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.34% | 50.39%-31.1pp | 46.84%-27.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,063 | $6,787-54.9% | $6,442-52.5% | $4,379-30.0% |
| Participant deferral / active EE | $14,249 | $9,750+46.1% | $9,284+53.5% | $6,730+111.7% |
| Admin fee / account holder | $497 | $19,707-97.5% | $19,076-97.4% | $14,365-96.5% |