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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 | $48,883 | $112,729-56.6% | $98,716-50.5% | $137,256-64.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.28% | 38.48%-24.2pp | 31.81%-17.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $10,351 | $2,725+279.8% | $2,279+354.3% | $4,156+149.1% |
| Participant deferral / active EE | $7,551 | $4,640+62.7% | $4,048+86.6% | $6,407+17.9% |
| Admin fee / account holder | $82,540 | $10,129+714.9% | $8,703+848.4% | $12,270+572.7% |