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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 | $58,265 | $209,336-72.2% | $197,124-70.4% | $137,256-57.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.29% | 48.09%-32.8pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,213 | $6,591-66.4% | $6,227-64.5% | $4,156-46.8% |
| Participant deferral / active EE | $9,846 | $9,614+2.4% | $9,135+7.8% | $6,407+53.7% |
| Admin fee / account holder | $59,673 | $17,308+244.8% | $16,298+266.1% | $12,270+386.3% |