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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 | $50,155 | $115,225-56.5% | $100,712-50.2% | $138,895-63.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 29.40% | 40.35%-11.0pp | 33.27%-3.9pp | 145.39%-116.0pp |
| Employer contribution / active EE | $4,884 | $2,771+76.2% | $2,313+111.2% | $4,194+16.4% |
| Participant deferral / active EE | $10,021 | $4,699+113.3% | $4,085+145.3% | $6,396+56.7% |
| Admin fee / account holder | $1,503 | $10,844-86.1% | $9,256-83.8% | $12,562-88.0% |