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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 | $70,514 | $201,372-65.0% | $184,260-61.7% | $145,884-51.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.41% | 29.04%-14.6pp | 28.84%-14.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $4,530 | $7,024-35.5% | $6,427-29.5% | $4,662-2.8% |
| Participant deferral / active EE | $9,112 | $9,808-7.1% | $9,133-0.2% | $6,690+36.2% |
| Admin fee / account holder | $2,246 | $16,362-86.3% | $13,898-83.8% | $13,392-83.2% |