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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 | $56,031 | $88,672-36.8% | $105,223-46.8% | $82,448-32.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.51% | 30.86%-13.4pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $5,753 | $3,048+88.7% | $3,689+56.0% | $2,551+125.5% |
| Participant deferral / active EE | $3,492 | $4,036-13.5% | $5,072-31.1% | $4,139-15.6% |
| Admin fee / account holder | $2,861 | $7,146-60.0% | $8,859-67.7% | $7,234-60.4% |