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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 | $53,433 | $106,247-49.7% | $96,515-44.6% | $139,466-61.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.28% | 38.47%-25.2pp | 35.73%-22.4pp | 373.66%-360.4pp |
| Employer contribution / active EE | $6,388 | $4,106+55.6% | $3,740+70.8% | $4,754+34.4% |
| Participant deferral / active EE | $3,449 | $5,456-36.8% | $4,880-29.3% | $6,712-48.6% |
| Admin fee / account holder | $9,455 | $7,885+19.9% | $6,735+40.4% | $11,409-17.1% |