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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 | $50,693 | $111,535-54.5% | $105,223-51.8% | $137,256-63.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.37% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,453 | $3,939+13.0% | $3,689+20.7% | $4,156+7.1% |
| Participant deferral / active EE | $11,516 | $5,500+109.4% | $5,072+127.1% | $6,407+79.7% |
| Admin fee / account holder | $5,345 | $9,721-45.0% | $8,859-39.7% | $12,270-56.4% |