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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 | $43,090 | $97,125-55.6% | $86,233-50.0% | $137,256-68.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.75% | 74.19%-54.4pp | 61.39%-41.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $7,939 | $2,841+179.4% | $2,504+217.0% | $4,156+91.0% |
| Participant deferral / active EE | $8,164 | $5,180+57.6% | $4,559+79.1% | $6,407+27.4% |
| Admin fee / account holder | $3,340 | $9,725-65.7% | $8,342-60.0% | $12,270-72.8% |