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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 | $52,219 | $108,911-52.1% | $100,392-48.0% | $145,884-64.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 58.23%-43.6pp | 49.45%-34.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $11,742 | $4,420+165.7% | $3,941+197.9% | $4,662+151.9% |
| Participant deferral / active EE | $12,576 | $8,459+48.7% | $8,090+55.5% | $6,690+88.0% |
| Admin fee / account holder | $14,425 | $9,698+48.7% | $7,904+82.5% | $13,392+7.7% |