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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 | $54,666 | $172,111-68.2% | $150,298-63.6% | $137,256-60.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.66% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $6,032 | $4,636+30.1% | $4,154+45.2% | $4,156+45.1% |
| Participant deferral / active EE | $5,310 | $6,166-13.9% | $5,453-2.6% | $6,407-17.1% |
| Admin fee / account holder | $3,221 | $16,471-80.4% | $14,116-77.2% | $12,270-73.7% |