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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 | $55,687 | $68,878-19.2% | $120,574-53.8% | $80,935-31.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 22.96% | 23.67%-0.7pp | 107.42%-84.5pp | 35.66%-12.7pp |
| Employer contribution / active EE | $3,635 | $2,065+76.0% | $3,471+4.7% | $2,757+31.9% |
| Participant deferral / active EE | $11,313 | $3,189+254.8% | $4,996+126.4% | $4,299+163.1% |
| Admin fee / account holder | $18,248 | $5,782+215.6% | $9,445+93.2% | $6,924+163.5% |