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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 | $41,443 | $99,053-58.2% | $88,179-53.0% | $138,895-70.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 19.34% | 78.17%-58.8pp | 64.97%-45.6pp | 145.39%-126.1pp |
| Employer contribution / active EE | $5,610 | $2,882+94.7% | $2,549+120.1% | $4,194+33.8% |
| Participant deferral / active EE | $10,360 | $5,225+98.3% | $4,614+124.6% | $6,396+62.0% |
| Admin fee / account holder | $5,501 | $8,748-37.1% | $7,673-28.3% | $12,562-56.2% |