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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 | $52,479 | $106,247-50.6% | $96,515-45.6% | $139,466-62.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.69% | 38.47%-26.8pp | 35.73%-24.0pp | 373.66%-362.0pp |
| Employer contribution / active EE | $6,450 | $4,106+57.1% | $3,740+72.5% | $4,754+35.7% |
| Participant deferral / active EE | $5,423 | $5,456-0.6% | $4,880+11.1% | $6,712-19.2% |
| Admin fee / account holder | $75,299 | $7,885+855.0% | $6,735+1018.0% | $11,409+560.0% |