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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 | $63,202 | $197,637-68.0% | $177,848-64.5% | $158,982-60.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.68% | 58.77%-46.1pp | 48.33%-35.6pp | 302.99%-290.3pp |
| Employer contribution / active EE | $3,066 | $6,698-54.2% | $5,919-48.2% | $4,763-35.6% |
| Participant deferral / active EE | $5,443 | $8,405-35.2% | $7,714-29.4% | $5,983-9.0% |
| Admin fee / account holder | $2,400 | $15,406-84.4% | $12,431-80.7% | $11,252-78.7% |