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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 | $33,754 | $106,974-68.4% | $90,796-62.8% | $138,895-75.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 15.74% | 20.10%-4.4pp | 19.29%-3.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $5,084 | $2,609+94.9% | $2,294+121.7% | $4,194+21.2% |
| Participant deferral / active EE | $11,557 | $4,455+159.5% | $3,822+202.4% | $6,396+80.7% |
| Admin fee / account holder | $21,412 | $8,626+148.2% | $7,024+204.9% | $12,562+70.4% |