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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 | $49,126 | $157,276-68.8% | $141,177-65.2% | $152,885-67.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.35% | 64.33%-38.0pp | 71.40%-45.1pp | 345.39%-319.0pp |
| Employer contribution / active EE | $4,271 | $5,262-18.8% | $4,736-9.8% | $4,763-10.3% |
| Participant deferral / active EE | $2,432 | $7,110-65.8% | $6,710-63.8% | $5,851-58.4% |
| Admin fee / account holder | $4,069 | $12,123-66.4% | $10,263-60.4% | $11,598-64.9% |