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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 | $53,924 | $124,351-56.6% | $109,188-50.6% | $167,553-67.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.01% | 26.04%-16.0pp | 25.76%-15.8pp | 478.89%-468.9pp |
| Employer contribution / active EE | $7,102 | $4,210+68.7% | $3,723+90.7% | $4,840+46.7% |
| Participant deferral / active EE | $5,743 | $5,257+9.2% | $4,654+23.4% | $6,343-9.5% |
| Admin fee / account holder | $865 | $7,975-89.2% | $6,755-87.2% | $12,316-93.0% |