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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 | $44,250 | $109,372-59.5% | $89,414-50.5% | $158,966-72.2% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 9.71% | 345.55%-335.8pp | 245.50%-235.8pp | 302.95%-293.2pp |
| Employer contribution / active EE | $8,275 | $3,171+160.9% | $2,586+220.0% | $4,762+73.8% |
| Participant deferral / active EE | $9,983 | $4,598+117.1% | $3,890+156.6% | $5,983+66.8% |
| Admin fee / account holder | $50,312 | $6,156+717.3% | $4,883+930.3% | $11,250+347.2% |