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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 | $79,250 | $111,814-29.1% | $103,374-23.3% | $145,959-45.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.43% | 24.77%-10.3pp | 24.89%-10.5pp | 561.95%-547.5pp |
| Employer contribution / active EE | $4,299 | $4,214+2.0% | $3,869+11.1% | $4,661-7.8% |
| Participant deferral / active EE | $10,436 | $5,618+85.8% | $5,058+106.3% | $6,689+56.0% |
| Admin fee / account holder | $44,801 | $9,754+359.3% | $8,394+433.7% | $13,398+234.4% |