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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 | $123,155-59.3% | $108,753-53.9% | $155,188-67.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 29.40% | 44.73%-15.3pp | 37.47%-8.1pp | 148.84%-119.4pp |
| Employer contribution / active EE | $4,884 | $2,811+73.7% | $2,427+101.3% | $4,248+15.0% |
| Participant deferral / active EE | $10,021 | $4,623+116.8% | $4,115+143.5% | $6,531+53.4% |
| Admin fee / account holder | $1,503 | $12,126-87.6% | $10,320-85.4% | $14,480-89.6% |