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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 | $55,276 | $165,361-66.6% | $149,715-63.1% | $158,950-65.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.87% | 348.24%-333.4pp | 276.66%-261.8pp | 302.91%-288.0pp |
| Employer contribution / active EE | $3,026 | $5,103-40.7% | $4,645-34.9% | $4,762-36.5% |
| Participant deferral / active EE | $14,336 | $7,182+99.6% | $6,842+109.5% | $5,983+139.6% |
| Admin fee / account holder | $5,724 | $10,808-47.0% | $9,310-38.5% | $11,248-49.1% |