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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 | $57,974 | $166,268-65.1% | $165,100-64.9% | $145,897-60.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.71% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $13,951 | $5,284+164.0% | $4,348+220.9% | $4,663+199.2% |
| Participant deferral / active EE | $3,951 | $6,964-43.3% | $6,035-34.5% | $6,689-40.9% |
| Admin fee / account holder | $896 | $16,659-94.6% | $12,696-92.9% | $13,390-93.3% |