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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 | $60,328 | $61,125-1.3% | $94,057-35.9% | $87,485-31.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 15.40% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $5,451 | $2,136+155.1% | $2,933+85.8% | $2,596+110.0% |
| Participant deferral / active EE | $4,177 | $3,260+28.1% | $4,709-11.3% | $4,274-2.3% |
| Admin fee / account holder | $6,137 | $5,629+9.0% | $7,244-15.3% | $7,775-21.1% |