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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 | $111,535-57.0% | $105,223-54.4% | $137,256-65.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.56% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,993 | $3,939+52.1% | $3,689+62.5% | $4,156+44.2% |
| Participant deferral / active EE | $3,549 | $5,500-35.5% | $5,072-30.0% | $6,407-44.6% |
| Admin fee / account holder | $6,694 | $9,721-31.1% | $8,859-24.4% | $12,270-45.4% |