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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 | $50,947 | $111,535-54.3% | $105,223-51.6% | $137,256-62.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.13% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,275 | $3,939-42.3% | $3,689-38.3% | $4,156-45.3% |
| Participant deferral / active EE | $2,300 | $5,500-58.2% | $5,072-54.7% | $6,407-64.1% |
| Admin fee / account holder | $32,673 | $9,721+236.1% | $8,859+268.8% | $12,270+166.3% |