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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 | $53,940 | $211,239-74.5% | $178,528-69.8% | $145,877-63.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.39% | 30.22%-16.8pp | 27.11%-13.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,915 | $4,570+7.5% | $3,950+24.4% | $4,663+5.4% |
| Participant deferral / active EE | $15,042 | $6,963+116.0% | $6,278+139.6% | $6,691+124.8% |
| Admin fee / account holder | $2,771 | $12,095-77.1% | $10,419-73.4% | $13,402-79.3% |