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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 | $44,285 | $100,004-55.7% | $81,438-45.6% | $145,959-69.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.14% | 34.34%-23.2pp | 24.74%-13.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $5,462 | $2,970+83.9% | $2,460+122.0% | $4,661+17.2% |
| Participant deferral / active EE | $8,007 | $4,603+73.9% | $3,883+106.2% | $6,689+19.7% |
| Admin fee / account holder | $4,880 | $8,202-40.5% | $5,764-15.3% | $13,398-63.6% |