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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 | $75,846 | $107,421-29.4% | $182,262-58.4% | $94,015-19.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 19.80% | 21.32%-1.5pp | 140.60%-120.8pp | 17.84%+2.0pp |
| Employer contribution / active EE | $5,258 | $3,448+52.5% | $5,046+4.2% | $2,790+88.5% |
| Participant deferral / active EE | $10,065 | $6,558+53.5% | $8,276+21.6% | $4,249+136.9% |
| Admin fee / account holder | $4,831 | $8,692-44.4% | $16,712-71.1% | $8,951-46.0% |