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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 | $43,782 | $111,814-60.8% | $103,378-57.6% | $145,978-70.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 11.50% | 24.80%-13.3pp | 24.91%-13.4pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,500 | $4,215-17.0% | $3,870-9.6% | $4,662-24.9% |
| Participant deferral / active EE | $4,897 | $5,618-12.8% | $5,058-3.2% | $6,690-26.8% |
| Admin fee / account holder | $120,341 | $9,764+1132.5% | $8,401+1332.5% | $13,400+798.0% |