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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 | $54,387 | $100,970-46.1% | $96,576-43.7% | $137,256-60.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.68% | 38.16%-19.5pp | 38.47%-19.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $5,265 | $3,809+38.2% | $3,553+48.2% | $4,156+26.7% |
| Participant deferral / active EE | $13,145 | $8,286+58.6% | $7,956+65.2% | $6,407+105.2% |
| Admin fee / account holder | $7,532 | $11,312-33.4% | $11,381-33.8% | $12,270-38.6% |