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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 | $61,402 | $88,672-30.8% | $105,223-41.6% | $82,448-25.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 23.12% | 30.86%-7.7pp | 180.65%-157.5pp | 41.64%-18.5pp |
| Employer contribution / active EE | $5,000 | $3,048+64.1% | $3,689+35.6% | $2,551+96.0% |
| Participant deferral / active EE | $5,616 | $4,036+39.1% | $5,072+10.7% | $4,139+35.7% |
| Admin fee / account holder | $2,864 | $7,146-59.9% | $8,859-67.7% | $7,234-60.4% |