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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 | $49,065 | $149,679-67.2% | $117,039-58.1% | $147,586-66.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.74% | 19.31%-6.6pp | 18.95%-6.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,750 | $4,937-44.3% | $3,785-27.4% | $4,876-43.6% |
| Participant deferral / active EE | $1,944 | $4,912-60.4% | $3,929-50.5% | $5,439-64.3% |
| Admin fee / account holder | $3,985 | $7,856-49.3% | $5,974-33.3% | $10,886-63.4% |