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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 | $48,258 | $201,259-76.0% | $184,200-73.8% | $145,959-66.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 28.98%-17.5pp | 28.80%-17.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $5,317 | $7,018-24.2% | $6,424-17.2% | $4,661+14.1% |
| Participant deferral / active EE | $13,301 | $9,806+35.6% | $9,132+45.7% | $6,689+98.9% |
| Admin fee / account holder | $29,793 | $16,372+82.0% | $13,907+114.2% | $13,398+122.4% |