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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 | $62,884 | $117,846-46.6% | $102,434-38.6% | $145,884-56.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 31.90%-17.5pp | 29.46%-15.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $15,043 | $3,615+316.1% | $3,023+397.6% | $4,662+222.6% |
| Participant deferral / active EE | $2,573 | $5,733-55.1% | $5,055-49.1% | $6,690-61.5% |
| Admin fee / account holder | $10,788 | $13,356-19.2% | $9,462+14.0% | $13,392-19.4% |