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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 | $36,556 | $103,164-64.6% | $90,259-59.5% | $154,746-76.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 13.88% | 19.25%-5.4pp | 18.88%-5.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $5,461 | $2,532+115.7% | $2,291+138.3% | $4,379+24.7% |
| Participant deferral / active EE | $10,272 | $4,422+132.3% | $3,827+168.4% | $6,730+52.6% |
| Admin fee / account holder | $22,840 | $8,593+165.8% | $7,267+214.3% | $14,365+59.0% |