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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 | $56,414 | $106,267-46.9% | $96,520-41.6% | $139,456-59.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.16% | 38.45%-27.3pp | 35.72%-24.6pp | 373.45%-362.3pp |
| Employer contribution / active EE | $10,322 | $4,105+151.5% | $3,739+176.1% | $4,753+117.2% |
| Participant deferral / active EE | $20,303 | $5,454+272.2% | $4,879+316.2% | $6,711+202.5% |
| Admin fee / account holder | $1,478 | $7,882-81.3% | $6,733-78.1% | $11,407-87.0% |