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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 | $59,040 | $104,251-43.4% | $91,004-35.1% | $147,585-60.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.59% | 27.06%-8.5pp | 4.60%+14.0pp | 578.58%-560.0pp |
| Employer contribution / active EE | $10,186 | $3,116+226.9% | $2,456+314.8% | $4,876+108.9% |
| Participant deferral / active EE | $9,423 | $4,195+124.6% | $3,548+165.6% | $5,439+73.2% |
| Admin fee / account holder | $367 | $8,948-95.9% | $5,417-93.2% | $10,886-96.6% |