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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 | $56,326 | $152,612-63.1% | $125,192-55.0% | $152,897-63.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.65% | 54.85%-32.2pp | 43.79%-21.1pp | 345.43%-322.8pp |
| Employer contribution / active EE | $9,741 | $4,947+96.9% | $3,866+152.0% | $4,764+104.5% |
| Participant deferral / active EE | $5,444 | $5,868-7.2% | $4,937+10.3% | $5,851-7.0% |
| Admin fee / account holder | $7,130 | $13,437-46.9% | $9,704-26.5% | $11,599-38.5% |