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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 | $54,726 | $106,864-48.8% | $147,318-62.9% | $82,637-33.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 50.66% | 27.49%+23.2pp | 70.43%-19.8pp | 53.51%-2.8pp |
| Employer contribution / active EE | $2,349 | $3,417-31.3% | $4,593-48.9% | $2,552-8.0% |
| Participant deferral / active EE | $4,707 | $6,496-27.5% | $7,906-40.5% | $4,126+14.1% |
| Admin fee / account holder | $3,489 | $8,415-58.5% | $13,708-74.5% | $7,339-52.5% |