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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 | $44,328 | $117,904-62.4% | $102,457-56.7% | $145,978-69.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.91% | 31.80%-17.9pp | 29.41%-15.5pp | 550.52%-536.6pp |
| Employer contribution / active EE | $5,166 | $3,613+43.0% | $3,022+70.9% | $4,662+10.8% |
| Participant deferral / active EE | $3,394 | $5,733-40.8% | $5,054-32.8% | $6,690-49.3% |
| Admin fee / account holder | $17,099 | $13,329+28.3% | $9,451+80.9% | $13,400+27.6% |