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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 | $43,572 | $123,155-64.6% | $108,753-59.9% | $155,188-71.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.08% | 44.73%-23.7pp | 37.47%-16.4pp | 148.84%-127.8pp |
| Employer contribution / active EE | $6,003 | $2,811+113.5% | $2,427+147.4% | $4,248+41.3% |
| Participant deferral / active EE | $11,222 | $4,623+142.7% | $4,115+172.7% | $6,531+71.8% |
| Admin fee / account holder | $450 | $12,126-96.3% | $10,320-95.6% | $14,480-96.9% |