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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 | $57,764 | $108,912-47.0% | $100,383-42.5% | $145,959-60.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 57.96%-47.5pp | 49.26%-38.8pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,452 | $4,423-44.6% | $3,944-37.8% | $4,661-47.4% |
| Participant deferral / active EE | $7,571 | $8,451-10.4% | $8,086-6.4% | $6,689+13.2% |
| Admin fee / account holder | $14,076 | $9,690+45.3% | $7,900+78.2% | $13,398+5.1% |