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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 | $55,063 | $111,814-50.8% | $103,378-46.7% | $145,978-62.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 24.80%-11.8pp | 24.91%-11.9pp | 550.52%-537.5pp |
| Employer contribution / active EE | $3,322 | $4,215-21.2% | $3,870-14.2% | $4,662-28.8% |
| Participant deferral / active EE | $7,285 | $5,618+29.7% | $5,058+44.0% | $6,690+8.9% |
| Admin fee / account holder | $5,356 | $9,764-45.1% | $8,401-36.2% | $13,400-60.0% |