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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 | $49,608 | $154,193-67.8% | $130,045-61.9% | $139,466-64.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.62% | 32.51%-16.9pp | -137.30%+152.9pp | 373.66%-358.0pp |
| Employer contribution / active EE | $7,483 | $5,292+41.4% | $4,321+73.2% | $4,754+57.4% |
| Participant deferral / active EE | $6,863 | $6,709+2.3% | $5,820+17.9% | $6,712+2.3% |
| Admin fee / account holder | $6,576 | $13,989-53.0% | $10,600-38.0% | $11,409-42.4% |