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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 | $46,067 | $132,634-65.3% | $115,768-60.2% | $137,256-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.55% | 160.70%-144.2pp | 100.46%-83.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,200 | $3,360+54.8% | $2,940+76.9% | $4,156+25.1% |
| Participant deferral / active EE | $12,896 | $5,619+129.5% | $4,917+162.3% | $6,407+101.3% |
| Admin fee / account holder | $6,085 | $15,028-59.5% | $12,439-51.1% | $12,270-50.4% |