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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 | $48,528 | $97,125-50.0% | $86,233-43.7% | $137,256-64.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.17% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $5,684 | $2,841+100.1% | $2,504+127.0% | $4,156+36.8% |
| Participant deferral / active EE | $9,345 | $5,180+80.4% | $4,559+105.0% | $6,407+45.9% |
| Admin fee / account holder | $4,821 | $9,725-50.4% | $8,342-42.2% | $12,270-60.7% |