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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 | $43,819 | $201,372-78.2% | $184,260-76.2% | $145,884-70.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.23% | 29.04%-13.8pp | 28.84%-13.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $12,716 | $7,024+81.0% | $6,427+97.8% | $4,662+172.7% |
| Participant deferral / active EE | $17,386 | $9,808+77.3% | $9,133+90.4% | $6,690+159.9% |
| Admin fee / account holder | $20,645 | $16,362+26.2% | $13,898+48.5% | $13,392+54.2% |