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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 | $42,767 | $109,372-60.9% | $89,414-52.2% | $158,966-73.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.60% | 345.55%-333.0pp | 245.50%-232.9pp | 302.95%-290.3pp |
| Employer contribution / active EE | $8,552 | $3,171+169.7% | $2,586+230.7% | $4,762+79.6% |
| Participant deferral / active EE | $1,631 | $4,598-64.5% | $3,890-58.1% | $5,983-72.7% |
| Admin fee / account holder | $3,187 | $6,156-48.2% | $4,883-34.7% | $11,250-71.7% |