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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 | $54,043 | $101,618-46.8% | $93,063-41.9% | $137,256-60.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.91% | 223.95%-201.0pp | 34.15%-11.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,373 | $2,707+24.6% | $2,476+36.2% | $4,156-18.8% |
| Participant deferral / active EE | $10,147 | $4,279+137.1% | $3,958+156.4% | $6,407+58.4% |
| Admin fee / account holder | $8,562 | $6,198+38.1% | $6,033+41.9% | $12,270-30.2% |