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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 | $56,108 | $121,677-53.9% | $104,625-46.4% | $158,966-64.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.09% | 465.58%-447.5pp | 340.60%-322.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $8,690 | $3,165+174.6% | $2,681+224.1% | $4,762+82.5% |
| Participant deferral / active EE | $6,022 | $4,175+44.2% | $3,738+61.1% | $5,983+0.7% |
| Admin fee / account holder | $507 | $7,777-93.5% | $6,465-92.2% | $11,250-95.5% |