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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 | $48,006 | $114,119-57.9% | $107,187-55.2% | $138,895-65.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.56% | 273.21%-258.6pp | 204.55%-190.0pp | 145.39%-130.8pp |
| Employer contribution / active EE | $5,993 | $4,059+47.7% | $3,782+58.4% | $4,194+42.9% |
| Participant deferral / active EE | $3,549 | $5,538-35.9% | $5,096-30.4% | $6,396-44.5% |
| Admin fee / account holder | $6,694 | $10,024-33.2% | $9,162-26.9% | $12,562-46.7% |