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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 | $50,164 | $125,797-60.1% | $170,057-70.5% | $75,177-33.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 26.83% | 27.20%-0.4pp | 53.42%-26.6pp | 160.75%-133.9pp |
| Employer contribution / active EE | $3,774 | $4,616-18.2% | $6,790-44.4% | $2,671+41.3% |
| Participant deferral / active EE | $16,366 | $6,838+139.3% | $10,411+57.2% | $4,126+296.6% |
| Admin fee / account holder | $9,114 | $8,177+11.5% | $12,826-28.9% | $5,651+61.3% |