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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 | $45,172 | $197,625-77.1% | $177,840-74.6% | $158,966-71.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.14% | 58.76%-42.6pp | 48.32%-32.2pp | 302.95%-286.8pp |
| Employer contribution / active EE | $5,163 | $6,698-22.9% | $5,919-12.8% | $4,762+8.4% |
| Participant deferral / active EE | $10,163 | $8,405+20.9% | $7,714+31.8% | $5,983+69.9% |
| Admin fee / account holder | $1,895 | $15,405-87.7% | $12,431-84.8% | $11,250-83.2% |