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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 | $47,247 | $91,559-48.4% | $133,978-64.7% | $79,856-40.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.53% | 61.85%-50.3pp | 45.10%-33.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,253 | $2,384-47.4% | $3,919-68.0% | $2,471-49.3% |
| Participant deferral / active EE | $2,687 | $3,734-28.0% | $5,047-46.8% | $3,741-28.2% |
| Admin fee / account holder | $9,797 | $6,321+55.0% | $8,930+9.7% | $5,306+84.6% |