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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 | $47,088 | $174,379-73.0% | $152,093-69.0% | $138,895-66.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.22% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,300 | $4,652-29.1% | $4,175-21.0% | $4,194-21.3% |
| Participant deferral / active EE | $2,437 | $6,159-60.4% | $5,451-55.3% | $6,396-61.9% |
| Admin fee / account holder | $3,177 | $16,880-81.2% | $14,497-78.1% | $12,562-74.7% |