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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 | $77,788 | $132,099-41.1% | $115,599-32.7% | $138,895-44.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.06% | 176.76%-162.7pp | 111.10%-97.0pp | 145.39%-131.3pp |
| Employer contribution / active EE | $9,219 | $3,416+169.9% | $2,955+211.9% | $4,194+119.8% |
| Participant deferral / active EE | $25,250 | $5,617+349.5% | $4,889+416.4% | $6,396+294.8% |
| Admin fee / account holder | $25,638 | $15,650+63.8% | $12,841+99.7% | $12,562+104.1% |