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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 | $49,861 | $107,809-53.8% | $97,032-48.6% | $155,188-67.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.14% | 38.06%-22.9pp | 35.38%-20.2pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,056 | $2,911-63.7% | $2,629-59.8% | $4,248-75.2% |
| Participant deferral / active EE | $6,133 | $5,129+19.6% | $4,672+31.3% | $6,531-6.1% |
| Admin fee / account holder | $55,924 | $10,717+421.8% | $9,418+493.8% | $14,480+286.2% |