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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 | $59,540 | $58,258+2.2% | $81,820-27.2% | $80,925-26.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.25% | 41.76%-26.5pp | 777.93%-762.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $5,861 | $2,345+149.9% | $2,915+101.1% | $2,756+112.6% |
| Participant deferral / active EE | $4,808 | $3,284+46.4% | $4,323+11.2% | $4,299+11.9% |
| Admin fee / account holder | $3,635 | $4,976-26.9% | $7,391-50.8% | $6,940-47.6% |