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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 | $40,515 | $125,190-67.6% | $105,624-61.6% | $145,897-72.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.01% | 225.22%-214.2pp | 116.20%-105.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $2,201 | $3,720-40.8% | $3,168-30.5% | $4,663-52.8% |
| Participant deferral / active EE | $11,087 | $5,716+94.0% | $5,013+121.2% | $6,689+65.7% |
| Admin fee / account holder | $3,360 | $17,138-80.4% | $10,961-69.3% | $13,390-74.9% |