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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 | $49,990 | $157,270-68.2% | $141,173-64.6% | $152,870-67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.71% | 64.33%-42.6pp | 71.40%-49.7pp | 345.34%-323.6pp |
| Employer contribution / active EE | $5,117 | $5,261-2.8% | $4,735+8.1% | $4,763+7.4% |
| Participant deferral / active EE | $9,954 | $7,110+40.0% | $6,710+48.4% | $5,850+70.1% |
| Admin fee / account holder | $2,482 | $12,121-79.5% | $10,262-75.8% | $11,597-78.6% |