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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 | $47,770 | $101,063-52.7% | $81,473-41.4% | $147,586-67.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.96% | 32.41%-19.4pp | 38.78%-25.8pp | 578.59%-565.6pp |
| Employer contribution / active EE | $2,576 | $3,206-19.6% | $2,568+0.3% | $4,876-47.2% |
| Participant deferral / active EE | $3,610 | $4,242-14.9% | $3,537+2.1% | $5,439-33.6% |
| Admin fee / account holder | $585 | $5,812-89.9% | $4,561-87.2% | $10,886-94.6% |